Berman Capital Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1935 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1683 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1573 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1482 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1626 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1353 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1367 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1249 |
|