Berman Capital Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $84K | Buy |
1,317
+282
| +27% | +$18K | 0.01% | 495 |
|
|
2021
Q2 | $60K | Buy |
1,035
+18
| +2% | +$1.04K | 0.01% | 518 |
|
|
2021
Q1 | $50K | Buy |
1,017
+105
| +12% | +$5.16K | 0.01% | 479 |
|
|
2020
Q4 | $40K | Hold |
912
| – | – | 0.01% | 469 |
|
|
2020
Q3 | $37K | Sell |
912
-18
| -2% | -$730 | 0.01% | 423 |
|
|
2020
Q2 | $36K | Buy |
930
+210
| +29% | +$8.13K | 0.01% | 401 |
|
|
2020
Q1 | $22K | Buy |
720
+105
| +17% | +$3.21K | 0.01% | 471 |
|
|
2019
Q4 | $21K | Hold |
615
| – | – | 0.01% | 523 |
|
|
2019
Q3 | $20K | Sell |
615
-57
| -8% | -$1.85K | 0.01% | 508 |
|
|
2019
Q2 | $21K | Sell |
672
-57
| -8% | -$1.78K | 0.01% | 504 |
|
|
2019
Q1 | $21K | Hold |
729
| – | – | 0.01% | 443 |
|
|
2018
Q4 | $19K | Buy |
+729
| New | +$19K | 0.01% | 395 |
|