Berman Capital Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $31K | Buy |
3,075
+294
| +11% | +$2.96K | ﹤0.01% | 848 |
|
|
2021
Q2 | $26K | Buy |
2,781
+1
| +0% | +$9 | ﹤0.01% | 803 |
|
|
2021
Q1 | $28K | Buy |
2,780
+118
| +4% | +$1.19K | 0.01% | 671 |
|
|
2020
Q4 | $21K | Hold |
2,662
| – | – | 0.01% | 652 |
|
|
2020
Q3 | $13K | Sell |
2,662
-68
| -2% | -$332 | ﹤0.01% | 710 |
|
|
2020
Q2 | $15K | Buy |
2,730
+2,185
| +401% | +$12K | ﹤0.01% | 619 |
|
|
2020
Q1 | $2K | Sell |
545
-197
| -27% | -$723 | ﹤0.01% | 1101 |
|
|
2019
Q4 | $7K | Hold |
742
| – | – | ﹤0.01% | 861 |
|
|
2019
Q3 | $5K | Sell |
742
-497
| -40% | -$3.35K | ﹤0.01% | 931 |
|
|
2019
Q2 | $9K | Buy |
1,239
+765
| +161% | +$5.56K | ﹤0.01% | 758 |
|
|
2019
Q1 | $3K | Sell |
474
-449
| -49% | -$2.84K | ﹤0.01% | 976 |
|
|
2018
Q4 | $6K | Buy |
+923
| New | +$6K | ﹤0.01% | 618 |
|