Berman Capital Advisors’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-31
| Closed | – | – | 2133 |
|
|
2021
Q2 | $0 | Hold |
31
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q1 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1823 |
|
|
2020
Q4 | – | Sell |
-270
| Closed | -$5K | – | 1742 |
|
|
2020
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 935 |
|
|
2020
Q1 | $6K | Hold |
270
| – | – | ﹤0.01% | 833 |
|
|
2019
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 921 |
|
|
2019
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 894 |
|
|
2019
Q2 | $8K | Hold |
270
| – | – | ﹤0.01% | 808 |
|
|
2019
Q1 | $8K | Hold |
270
| – | – | ﹤0.01% | 723 |
|
|
2018
Q4 | $10K | Buy |
+270
| New | +$10K | ﹤0.01% | 507 |
|