Berman Capital Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Buy |
494
+100
| +25% | +$4.05K | ﹤0.01% | 982 |
|
|
2021
Q2 | $20K | Buy |
394
+345
| +704% | +$17.5K | ﹤0.01% | 907 |
|
|
2021
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 1515 |
|
|
2020
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1304 |
|