Berman Capital Advisors’s PPD, Inc. Common Stock PPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
58
+28
| +93% | +$966 | ﹤0.01% | 1774 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1859 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1637 |
|
|
2020
Q3 | $1K | Sell |
30
-10
| -25% | -$333 | ﹤0.01% | 1560 |
|
|
2020
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1564 |
|