Berman Capital Advisors’s Allergan plc AGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-491
| Closed | -$86K | – | 1960 |
|
|
2020
Q1 | $86K | Buy |
491
+171
| +53% | +$30K | 0.03% | 220 |
|
|
2019
Q4 | $60K | Buy |
320
+18
| +6% | +$3.38K | 0.02% | 293 |
|
|
2019
Q3 | $50K | Buy |
302
+55
| +22% | +$9.11K | 0.02% | 301 |
|
|
2019
Q2 | $41K | Buy |
247
+9
| +4% | +$1.49K | 0.01% | 344 |
|
|
2019
Q1 | $34K | Buy |
238
+78
| +49% | +$11.1K | 0.01% | 347 |
|
|
2018
Q4 | $20K | Buy |
+160
| New | +$20K | 0.01% | 389 |
|