Berman Capital Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $222K | Buy |
|
|||||
|
2021
Q2 | $183K | Buy |
|
|||||
|
2021
Q1 | $165K | Buy |
|
|||||
|
2020
Q4 | $129K | Buy |
|
|||||
|
2020
Q3 | $92K | Buy |
|
|||||
|
2020
Q2 | $98K | Sell |
|
|||||
|
2020
Q1 | $90K | Buy |
|
|||||
|
2019
Q4 | $107K | Buy |
|
|||||
|
2019
Q3 | $79K | Sell |
|
|||||
|
2019
Q2 | $80K | Buy |
|
|||||
|
2019
Q1 | $94K | Buy |
|
|||||
|
2018
Q4 | $84K | Buy |
|