Berman Capital Advisors’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $84K | Buy |
388
+142
| +58% | +$30.7K | 0.01% | 496 |
|
|
2021
Q2 | $71K | Buy |
246
+6
| +3% | +$1.73K | 0.01% | 466 |
|
|
2021
Q1 | $71K | Sell |
240
-34
| -12% | -$10.1K | 0.01% | 373 |
|
|
2020
Q4 | $102K | Buy |
274
+49
| +22% | +$18.2K | 0.02% | 247 |
|
|
2020
Q3 | $60K | Sell |
225
-3
| -1% | -$800 | 0.02% | 304 |
|
|
2020
Q2 | $63K | Buy |
228
+8
| +4% | +$2.21K | 0.02% | 289 |
|
|
2020
Q1 | $46K | Buy |
220
+7
| +3% | +$1.46K | 0.01% | 307 |
|
|
2019
Q4 | $35K | Hold |
213
| – | – | 0.01% | 398 |
|
|
2019
Q3 | $26K | Hold |
213
| – | – | 0.01% | 440 |
|
|
2019
Q2 | $24K | Hold |
213
| – | – | 0.01% | 464 |
|
|
2019
Q1 | $22K | Buy |
213
+80
| +60% | +$8.26K | 0.01% | 434 |
|
|
2018
Q4 | $10K | Buy |
+133
| New | +$10K | ﹤0.01% | 513 |
|