Berman Capital Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $97K | Buy |
1,431
+439
| +44% | +$29.8K | 0.02% | 449 |
|
|
2021
Q2 | $64K | Buy |
992
+254
| +34% | +$16.4K | 0.01% | 499 |
|
|
2021
Q1 | $47K | Buy |
738
+256
| +53% | +$16.3K | 0.01% | 502 |
|
|
2020
Q4 | $24K | Sell |
482
-1
| -0.2% | -$50 | 0.01% | 620 |
|
|
2020
Q3 | $16K | Sell |
483
-17
| -3% | -$563 | ﹤0.01% | 657 |
|
|
2020
Q2 | $15K | Buy |
500
+299
| +149% | +$8.97K | ﹤0.01% | 632 |
|
|
2020
Q1 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 900 |
|