Berman Capital Advisors’s One Liberty Properties OLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Hold |
679
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $19K | Hold |
679
| – | – | ﹤0.01% | 930 |
|
|
2021
Q1 | $15K | Hold |
679
| – | – | ﹤0.01% | 901 |
|
|
2020
Q4 | $13K | Sell |
679
-154
| -18% | -$2.95K | ﹤0.01% | 824 |
|
|
2020
Q3 | $13K | Buy |
833
+157
| +23% | +$2.45K | ﹤0.01% | 722 |
|
|
2020
Q2 | $11K | Buy |
+676
| New | +$11K | ﹤0.01% | 730 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$6K | – | 1613 |
|
|
2019
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 929 |
|
|
2019
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 900 |
|
|
2019
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 869 |
|
|
2019
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 778 |
|
|
2018
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 637 |
|