Berman Capital Advisors’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $64K | Buy |
1,011
+488
| +93% | +$30.9K | 0.01% | 580 |
|
|
2021
Q2 | $38K | Buy |
523
+114
| +28% | +$8.28K | 0.01% | 682 |
|
|
2021
Q1 | $31K | Buy |
409
+372
| +1,005% | +$28.2K | 0.01% | 648 |
|
|
2020
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q3 | $2K | Buy |
37
+21
| +131% | +$1.14K | ﹤0.01% | 1319 |
|
|
2020
Q2 | $1K | Sell |
16
-76
| -83% | -$4.75K | ﹤0.01% | 1473 |
|
|
2020
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 786 |
|
|
2019
Q4 | $8K | Hold |
92
| – | – | ﹤0.01% | 835 |
|
|
2019
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 790 |
|
|
2019
Q2 | $8K | Hold |
92
| – | – | ﹤0.01% | 819 |
|
|
2019
Q1 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 729 |
|