Berman Capital Advisors’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$97K Buy
2021
Q2
$64K Buy
2021
Q1
$47K Buy
2020
Q4
$24K Sell
2020
Q3
$16K Sell
2020
Q2
$15K Buy
2020
Q1
$5K Buy