Berman Capital Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $315K | Buy |
3,316
+3,286
| +10,953% | +$312K | 0.05% | 192 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1456 |
|
|
2021
Q1 | $2K | Sell |
30
-5
| -14% | -$333 | ﹤0.01% | 1476 |
|
|
2020
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1372 |
|
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q2 | $2K | Buy |
35
+20
| +133% | +$1.14K | ﹤0.01% | 1238 |
|
|
2020
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1465 |
|
|
2019
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1468 |
|
|
2019
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1180 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1136 |
|