Berman Capital Advisors’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $6K | Buy |
889
+355
| +66% | +$2.4K | ﹤0.01% | 1360 |
|
2021
Q2 | $4K | Buy |
534
+75
| +16% | +$562 | ﹤0.01% | 1380 |
|
2021
Q1 | $3K | Buy |
459
+345
| +303% | +$2.26K | ﹤0.01% | 1388 |
|
2020
Q4 | $0 | Sell |
114
-575
| -83% | – | ﹤0.01% | 1662 |
|
2020
Q3 | $2K | Sell |
689
-842
| -55% | -$2.44K | ﹤0.01% | 1253 |
|
2020
Q2 | $6K | Sell |
1,531
-790
| -34% | -$3.1K | ﹤0.01% | 920 |
|
2020
Q1 | $8K | Sell |
2,321
-10
| -0.4% | -$34 | ﹤0.01% | 716 |
|
2019
Q4 | $12K | Hold |
2,331
| – | – | ﹤0.01% | 664 |
|
2019
Q3 | $10K | Buy |
2,331
+177
| +8% | +$759 | ﹤0.01% | 699 |
|
2019
Q2 | $8K | Buy |
2,154
+1,112
| +107% | +$4.13K | ﹤0.01% | 799 |
|
2019
Q1 | $4K | Buy |
+1,042
| New | +$4K | ﹤0.01% | 901 |
|