Berman Capital Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $362K | Buy |
853
+146
| +21% | +$62K | 0.06% | 171 |
|
|
2021
Q2 | $290K | Buy |
707
+156
| +28% | +$64K | 0.05% | 182 |
|
|
2021
Q1 | $194K | Buy |
551
+107
| +24% | +$37.7K | 0.04% | 193 |
|
|
2020
Q4 | $145K | Buy |
444
+36
| +9% | +$11.8K | 0.03% | 206 |
|
|
2020
Q3 | $147K | Sell |
408
-10
| -2% | -$3.6K | 0.04% | 179 |
|
|
2020
Q2 | $136K | Buy |
418
+64
| +18% | +$20.8K | 0.04% | 188 |
|
|
2020
Q1 | $86K | Buy |
354
+122
| +53% | +$29.6K | 0.03% | 218 |
|
|
2019
Q4 | $63K | Hold |
232
| – | – | 0.02% | 288 |
|
|
2019
Q3 | $56K | Buy |
232
+5
| +2% | +$1.21K | 0.02% | 284 |
|
|
2019
Q2 | $51K | Buy |
227
+61
| +37% | +$13.7K | 0.02% | 296 |
|
|
2019
Q1 | $34K | Buy |
166
+62
| +60% | +$12.7K | 0.01% | 345 |
|
|
2018
Q4 | $16K | Buy |
+104
| New | +$16K | 0.01% | 430 |
|