Berman Capital Advisors’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-156
| Closed | -$4K | – | 2016 |
|
|
2021
Q1 | $4K | Sell |
156
-237
| -60% | -$6.08K | ﹤0.01% | 1358 |
|
|
2020
Q4 | $9K | Buy |
393
+237
| +152% | +$5.43K | ﹤0.01% | 961 |
|
|
2020
Q3 | $3K | Hold |
156
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q2 | $3K | Sell |
156
-120
| -43% | -$2.31K | ﹤0.01% | 1172 |
|
|
2020
Q1 | $4K | Buy |
276
+156
| +130% | +$2.26K | ﹤0.01% | 962 |
|
|
2019
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 1128 |
|
|
2019
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1100 |
|