Berman Capital Advisors’s GreenSky, Inc. Class A Common Stock GSKY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $47K | Buy |
4,263
+25
| +0.6% | +$276 | 0.01% | 710 |
|
|
2021
Q2 | $23K | Hold |
4,238
| – | – | ﹤0.01% | 863 |
|
|
2021
Q1 | $26K | Sell |
4,238
-29,535
| -87% | -$181K | 0.01% | 709 |
|
|
2020
Q4 | $156K | Hold |
33,773
| – | – | 0.04% | 196 |
|
|
2020
Q3 | $149K | Hold |
33,773
| – | – | 0.04% | 177 |
|
|
2020
Q2 | $165K | Hold |
33,773
| – | – | 0.04% | 160 |
|
|
2020
Q1 | $129K | Buy |
33,773
+4,225
| +14% | +$16.1K | 0.04% | 165 |
|
|
2019
Q4 | $262K | Hold |
29,548
| – | – | 0.08% | 114 |
|
|
2019
Q3 | $202K | Buy |
29,548
+14,535
| +97% | +$99.4K | 0.06% | 128 |
|
|
2019
Q2 | $184K | Hold |
15,013
| – | – | 0.06% | 137 |
|
|
2019
Q1 | $194K | Hold |
15,013
| – | – | 0.06% | 127 |
|
|
2018
Q4 | $143K | Buy |
+15,013
| New | +$143K | 0.06% | 133 |
|