Berman Capital Advisors’s SRC Energy Inc SRCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-288
| Closed | -$1K | – | 1800 |
|
|
2019
Q4 | $1K | Buy |
+288
| New | +$1K | ﹤0.01% | 1444 |
|
|
2019
Q3 | – | Sell |
-939
| Closed | -$4K | – | 1675 |
|
|
2019
Q2 | $4K | Sell |
939
-154
| -14% | -$656 | ﹤0.01% | 1061 |
|
|
2019
Q1 | $5K | Buy |
1,093
+308
| +39% | +$1.41K | ﹤0.01% | 895 |
|
|
2018
Q4 | $3K | Buy |
+785
| New | +$3K | ﹤0.01% | 837 |
|