Berman Capital Advisors’s Advanced Disposal Services, Inc. ADSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-205
| Closed | -$6K | – | 1920 |
|
|
2020
Q3 | $6K | Sell |
205
-291
| -59% | -$8.52K | ﹤0.01% | 1008 |
|
|
2020
Q2 | $14K | Sell |
496
-70
| -12% | -$1.98K | ﹤0.01% | 663 |
|
|
2020
Q1 | $18K | Buy |
566
+92
| +19% | +$2.93K | 0.01% | 529 |
|
|
2019
Q4 | $15K | Hold |
474
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $15K | Hold |
474
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $15K | Buy |
474
+269
| +131% | +$8.51K | ﹤0.01% | 605 |
|
|
2019
Q1 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 894 |
|