Berman Capital Advisors’s W.R. Grace & Co. GRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-68
| Closed | -$4K | – | 2329 |
|
|
2021
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 1443 |
|
|
2021
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 1381 |
|
|
2020
Q4 | $3K | Buy |
68
+7
| +11% | +$309 | ﹤0.01% | 1358 |
|
|
2020
Q3 | $2K | Buy |
61
+7
| +13% | +$230 | ﹤0.01% | 1385 |
|
|
2020
Q2 | $2K | Buy |
54
+37
| +218% | +$1.37K | ﹤0.01% | 1361 |
|
|
2020
Q1 | $0 | Sell |
17
-13
| -43% | – | ﹤0.01% | 1815 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1270 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1164 |
|