Berman Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $197K | Buy |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $74K | Buy |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $15K | Buy |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $2K | Buy |
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