Berman Capital Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10K | Buy |
113
+28
| +33% | +$2.48K | ﹤0.01% | 1192 |
|
|
2021
Q2 | $8K | Hold |
85
| – | – | ﹤0.01% | 1208 |
|
|
2021
Q1 | $9K | Hold |
85
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q4 | $11K | Hold |
85
| – | – | ﹤0.01% | 897 |
|
|
2020
Q3 | $6K | Buy |
85
+9
| +12% | +$635 | ﹤0.01% | 984 |
|
|
2020
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 990 |
|
|
2020
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1058 |
|
|
2019
Q4 | – | Sell |
-31
| Closed | -$1K | – | 1535 |
|
|
2019
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1113 |
|