Berman Capital Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $322K | Buy |
22,752
+255
| +1% | +$3.61K | 0.05% | 189 |
|
|
2021
Q2 | $333K | Buy |
22,497
+3,652
| +19% | +$54.1K | 0.05% | 167 |
|
|
2021
Q1 | $230K | Buy |
18,845
+3,137
| +20% | +$38.3K | 0.05% | 174 |
|
|
2020
Q4 | $137K | Buy |
15,708
+1,471
| +10% | +$12.8K | 0.03% | 211 |
|
|
2020
Q3 | $93K | Buy |
14,237
+1,094
| +8% | +$7.15K | 0.03% | 238 |
|
|
2020
Q2 | $79K | Buy |
13,143
+1,875
| +17% | +$11.3K | 0.02% | 251 |
|
|
2020
Q1 | $53K | Buy |
11,268
+7,274
| +182% | +$34.2K | 0.02% | 284 |
|
|
2019
Q4 | $37K | Sell |
3,994
-538
| -12% | -$4.98K | 0.01% | 378 |
|
|
2019
Q3 | $41K | Sell |
4,532
-410
| -8% | -$3.71K | 0.01% | 344 |
|
|
2019
Q2 | $50K | Buy |
4,942
+1,389
| +39% | +$14.1K | 0.02% | 299 |
|
|
2019
Q1 | $31K | Buy |
3,553
+1,130
| +47% | +$9.86K | 0.01% | 356 |
|
|
2018
Q4 | $18K | Buy |
+2,423
| New | +$18K | 0.01% | 403 |
|