Berman Capital Advisors’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
89
+19
| +27% | +$640 | ﹤0.01% | 1606 |
|
|
2021
Q2 | $2K | Buy |
70
+24
| +52% | +$686 | ﹤0.01% | 1623 |
|
|
2021
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 1681 |
|
|
2020
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q2 | $1K | Sell |
46
-2,954
| -98% | -$64.2K | ﹤0.01% | 1480 |
|
|
2020
Q1 | $51K | Sell |
3,000
-1,227
| -29% | -$20.9K | 0.02% | 290 |
|
|
2019
Q4 | $98K | Sell |
4,227
-1,923
| -31% | -$44.6K | 0.03% | 222 |
|
|
2019
Q3 | $173K | Buy |
+6,150
| New | +$173K | 0.05% | 145 |
|