Berman Capital Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$10K Buy
2021
Q2
$8K Hold
2021
Q1
$9K Hold
2020
Q4
$11K Hold
2020
Q3
$6K Buy
2020
Q2
$5K Hold
2020
Q1
$3K Buy
2019
Q4
Sell
2019
Q3
$1K Hold
2019
Q2
$1K Hold
2019
Q1
$2K Buy