Berman Capital Advisors’s ICU Medical ICUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $40K | Buy |
173
+1
| +0.6% | +$231 | 0.01% | 762 |
|
|
2021
Q2 | $35K | Hold |
172
| – | – | 0.01% | 714 |
|
|
2021
Q1 | $35K | Buy |
172
+2
| +1% | +$407 | 0.01% | 604 |
|
|
2020
Q4 | $36K | Sell |
170
-3
| -2% | -$635 | 0.01% | 497 |
|
|
2020
Q3 | $31K | Buy |
173
+4
| +2% | +$717 | 0.01% | 466 |
|
|
2020
Q2 | $31K | Hold |
169
| – | – | 0.01% | 429 |
|
|
2020
Q1 | $34K | Buy |
169
+11
| +7% | +$2.21K | 0.01% | 366 |
|
|
2019
Q4 | $29K | Hold |
158
| – | – | 0.01% | 436 |
|
|
2019
Q3 | $25K | Buy |
158
+8
| +5% | +$1.27K | 0.01% | 452 |
|
|
2019
Q2 | $37K | Hold |
150
| – | – | 0.01% | 360 |
|
|
2019
Q1 | $35K | Buy |
150
+4
| +3% | +$933 | 0.01% | 335 |
|
|
2018
Q4 | $33K | Buy |
+146
| New | +$33K | 0.01% | 298 |
|