Berman Capital Advisors’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1K | Buy |
74
+8
| +12% | +$108 | ﹤0.01% | 1950 |
|
2021
Q2 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1799 |
|
2020
Q4 | – | Sell |
-131
| Closed | -$2K | – | 1819 |
|
2020
Q3 | $2K | Sell |
131
-51
| -28% | -$779 | ﹤0.01% | 1337 |
|
2020
Q2 | $4K | Buy |
+182
| New | +$4K | ﹤0.01% | 1081 |
|
2020
Q1 | – | Sell |
-30
| Closed | – | – | 1648 |
|
2019
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1541 |
|
2019
Q3 | $0 | Sell |
30
-92
| -75% | – | ﹤0.01% | 1569 |
|
2019
Q2 | $2K | Buy |
122
+37
| +44% | +$607 | ﹤0.01% | 1229 |
|
2019
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 1259 |
|
2018
Q4 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 1054 |
|