Berman Capital Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12K | Sell |
211
-78
| -27% | -$4.44K | ﹤0.01% | 1133 |
|
|
2021
Q2 | $20K | Buy |
289
+12
| +4% | +$830 | ﹤0.01% | 916 |
|
|
2021
Q1 | $20K | Sell |
277
-2
| -0.7% | -$144 | ﹤0.01% | 801 |
|
|
2020
Q4 | $17K | Buy |
279
+69
| +33% | +$4.2K | ﹤0.01% | 725 |
|
|
2020
Q3 | $11K | Buy |
210
+193
| +1,135% | +$10.1K | ﹤0.01% | 768 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1506 |
|