Berman Capital Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $15K | Sell |
1,395
-26
| -2% | -$280 | ﹤0.01% | 1065 |
|
2021
Q2 | $17K | Buy |
1,421
+49
| +4% | +$586 | ﹤0.01% | 962 |
|
2021
Q1 | $18K | Buy |
1,372
+130
| +10% | +$1.71K | ﹤0.01% | 820 |
|
2020
Q4 | $14K | Buy |
1,242
+1
| +0.1% | +$11 | ﹤0.01% | 783 |
|
2020
Q3 | $13K | Sell |
1,241
-19
| -2% | -$199 | ﹤0.01% | 716 |
|
2020
Q2 | $11K | Buy |
1,260
+554
| +78% | +$4.84K | ﹤0.01% | 721 |
|
2020
Q1 | $5K | Buy |
706
+298
| +73% | +$2.11K | ﹤0.01% | 879 |
|
2019
Q4 | $3K | Hold |
408
| – | – | ﹤0.01% | 1090 |
|
2019
Q3 | $3K | Hold |
408
| – | – | ﹤0.01% | 1067 |
|
2019
Q2 | $3K | Buy |
408
+2
| +0.5% | +$15 | ﹤0.01% | 1083 |
|
2019
Q1 | $3K | Hold |
406
| – | – | ﹤0.01% | 995 |
|
2018
Q4 | $2K | Buy |
+406
| New | +$2K | ﹤0.01% | 858 |
|