Berman Capital Advisors’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15K | Buy |
934
+230
| +33% | +$3.69K | ﹤0.01% | 1074 |
|
|
2021
Q2 | $11K | Sell |
704
-406
| -37% | -$6.34K | ﹤0.01% | 1120 |
|
|
2021
Q1 | $20K | Buy |
1,110
+99
| +10% | +$1.78K | ﹤0.01% | 802 |
|
|
2020
Q4 | $18K | Sell |
1,011
-129
| -11% | -$2.3K | ﹤0.01% | 708 |
|
|
2020
Q3 | $20K | Buy |
1,140
+103
| +10% | +$1.81K | 0.01% | 589 |
|
|
2020
Q2 | $17K | Buy |
1,037
+523
| +102% | +$8.57K | ﹤0.01% | 598 |
|
|
2020
Q1 | $7K | Sell |
514
-200
| -28% | -$2.72K | ﹤0.01% | 802 |
|
|
2019
Q4 | $14K | Sell |
714
-39
| -5% | -$765 | ﹤0.01% | 637 |
|
|
2019
Q3 | $12K | Buy |
753
+341
| +83% | +$5.43K | ﹤0.01% | 670 |
|
|
2019
Q2 | $7K | Sell |
412
-275
| -40% | -$4.67K | ﹤0.01% | 875 |
|
|
2019
Q1 | $14K | Buy |
+687
| New | +$14K | ﹤0.01% | 559 |
|