Berman Capital Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Buy |
868
+43
| +5% | +$198 | ﹤0.01% | 1460 |
|
|
2021
Q2 | $3K | Sell |
825
-14
| -2% | -$51 | ﹤0.01% | 1445 |
|
|
2021
Q1 | $3K | Hold |
839
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q4 | $3K | Sell |
839
-216
| -20% | -$772 | ﹤0.01% | 1264 |
|
|
2020
Q3 | $2K | Buy |
1,055
+21
| +2% | +$40 | ﹤0.01% | 1246 |
|
|
2020
Q2 | $2K | Buy |
1,034
+709
| +218% | +$1.37K | ﹤0.01% | 1221 |
|
|
2020
Q1 | $0 | Sell |
325
-1,060
| -77% | – | ﹤0.01% | 1441 |
|
|
2019
Q4 | $5K | Hold |
1,385
| – | – | ﹤0.01% | 955 |
|
|
2019
Q3 | $5K | Buy |
1,385
+1,145
| +477% | +$4.13K | ﹤0.01% | 925 |
|
|
2019
Q2 | $1K | Sell |
240
-718
| -75% | -$2.99K | ﹤0.01% | 1289 |
|
|
2019
Q1 | $3K | Buy |
958
+433
| +82% | +$1.36K | ﹤0.01% | 972 |
|
|
2018
Q4 | $1K | Buy |
+525
| New | +$1K | ﹤0.01% | 935 |
|