Berman Capital Advisors’s Ardelyx ARDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-394
| Closed | -$2K | – | 2055 |
|
|
2021
Q2 | $2K | Hold |
394
| – | – | ﹤0.01% | 1553 |
|
|
2021
Q1 | $2K | Hold |
394
| – | – | ﹤0.01% | 1471 |
|
|
2020
Q4 | $2K | Hold |
394
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q3 | $2K | Hold |
394
| – | – | ﹤0.01% | 1250 |
|
|
2020
Q2 | $2K | Hold |
394
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q1 | $2K | Hold |
394
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $2K | Hold |
394
| – | – | ﹤0.01% | 1163 |
|
|
2019
Q3 | $1K | Hold |
394
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q2 | $1K | Hold |
394
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q1 | $1K | Buy |
+394
| New | +$1K | ﹤0.01% | 1173 |
|