Berman Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $197K | Buy |
325
+75
| +30% | +$45.5K | 0.03% | 268 |
|
|
2021
Q2 | $133K | Buy |
250
+44
| +21% | +$23.4K | 0.02% | 313 |
|
|
2021
Q1 | $86K | Buy |
206
+39
| +23% | +$16.3K | 0.02% | 340 |
|
|
2020
Q4 | $74K | Buy |
167
+50
| +43% | +$22.2K | 0.02% | 311 |
|
|
2020
Q3 | $41K | Sell |
117
-2
| -2% | -$701 | 0.01% | 399 |
|
|
2020
Q2 | $39K | Buy |
119
+26
| +28% | +$8.52K | 0.01% | 381 |
|
|
2020
Q1 | $27K | Buy |
93
+21
| +29% | +$6.1K | 0.01% | 424 |
|
|
2019
Q4 | $18K | Hold |
72
| – | – | 0.01% | 569 |
|
|
2019
Q3 | $15K | Buy |
72
+26
| +57% | +$5.42K | ﹤0.01% | 593 |
|
|
2019
Q2 | $11K | Buy |
46
+29
| +171% | +$6.94K | ﹤0.01% | 695 |
|
|
2019
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 880 |
|