Berman Capital Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $256K | Sell |
3,684
-1
| -0% | -$69 | 0.04% | 227 |
|
2021
Q2 | $278K | Buy |
3,685
+4
| +0.1% | +$302 | 0.04% | 188 |
|
2021
Q1 | $262K | Sell |
3,681
-2
| -0.1% | -$142 | 0.05% | 162 |
|
2020
Q4 | $266K | Hold |
3,683
| – | – | 0.06% | 132 |
|
2020
Q3 | $224K | Buy |
3,683
+3,601
| +4,391% | +$219K | 0.06% | 138 |
|
2020
Q2 | $3K | Buy |
82
+14
| +21% | +$512 | ﹤0.01% | 1134 |
|
2020
Q1 | $3K | Buy |
68
+2
| +3% | +$88 | ﹤0.01% | 1033 |
|
2019
Q4 | $3K | Buy |
66
+1
| +2% | +$45 | ﹤0.01% | 1097 |
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 1075 |
|
2019
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 1089 |
|
2019
Q1 | $3K | Buy |
65
+50
| +333% | +$2.31K | ﹤0.01% | 998 |
|
2018
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1178 |
|