Berman Capital Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21K | Buy |
54
+15
| +38% | +$5.83K | ﹤0.01% | 959 |
|
|
2021
Q2 | $13K | Buy |
39
+16
| +70% | +$5.33K | ﹤0.01% | 1053 |
|
|
2021
Q1 | $7K | Buy |
23
+3
| +15% | +$913 | ﹤0.01% | 1151 |
|
|
2020
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 962 |
|
|
2020
Q2 | $6K | Buy |
20
+10
| +100% | +$3K | ﹤0.01% | 929 |
|
|
2020
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1123 |
|
|
2019
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1196 |
|
|
2019
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1183 |
|
|
2019
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1079 |
|