Berman Capital Advisors’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $59K | Buy |
2,639
+2,530
| +2,321% | +$56.6K | 0.01% | 611 |
|
|
2021
Q2 | $2K | Hold |
109
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q1 | $2K | Hold |
109
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 1439 |
|
|
2020
Q3 | $2K | Sell |
109
-32
| -23% | -$587 | ﹤0.01% | 1338 |
|
|
2020
Q2 | $2K | Hold |
141
| – | – | ﹤0.01% | 1318 |
|
|
2020
Q1 | $2K | Buy |
141
+25
| +22% | +$355 | ﹤0.01% | 1180 |
|
|
2019
Q4 | $2K | Hold |
116
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q3 | $2K | Buy |
+116
| New | +$2K | ﹤0.01% | 1225 |
|
|
2019
Q1 | – | Sell |
-16,295
| Closed | -$304K | – | 1474 |
|
|
2018
Q4 | $304K | Buy |
+16,295
| New | +$304K | 0.12% | 78 |
|