Berman Capital Advisors’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16K | Sell |
153
-17
| -10% | -$1.78K | ﹤0.01% | 1058 |
|
|
2021
Q2 | $18K | Sell |
170
-7
| -4% | -$741 | ﹤0.01% | 953 |
|
|
2021
Q1 | $18K | Hold |
177
| – | – | ﹤0.01% | 828 |
|
|
2020
Q4 | $16K | Sell |
177
-126
| -42% | -$11.4K | ﹤0.01% | 747 |
|
|
2020
Q3 | $29K | Buy |
303
+154
| +103% | +$14.7K | 0.01% | 488 |
|
|
2020
Q2 | $12K | Buy |
149
+10
| +7% | +$805 | ﹤0.01% | 697 |
|
|
2020
Q1 | $8K | Hold |
139
| – | – | ﹤0.01% | 740 |
|
|
2019
Q4 | $11K | Hold |
139
| – | – | ﹤0.01% | 720 |
|
|
2019
Q3 | $9K | Hold |
139
| – | – | ﹤0.01% | 759 |
|
|
2019
Q2 | $9K | Hold |
139
| – | – | ﹤0.01% | 783 |
|
|
2019
Q1 | $8K | Buy |
139
+28
| +25% | +$1.61K | ﹤0.01% | 732 |
|
|
2018
Q4 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 646 |
|