Berman Capital Advisors’s Tricida, Inc. Common Stock TCDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $236K | Hold |
50,950
| – | – | 0.04% | 238 |
|
|
2021
Q2 | $220K | Hold |
50,950
| – | – | 0.04% | 216 |
|
|
2021
Q1 | $269K | Buy |
50,950
+20,000
| +65% | +$106K | 0.06% | 159 |
|
|
2020
Q4 | $218K | Hold |
30,950
| – | – | 0.05% | 153 |
|
|
2020
Q3 | $280K | Buy |
30,950
+30,881
| +44,755% | +$279K | 0.08% | 117 |
|
|
2020
Q2 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1553 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$113K | – | 1745 |
|
|
2019
Q4 | $113K | Sell |
3,000
-15,000
| -83% | -$565K | 0.03% | 212 |
|
|
2019
Q3 | $555K | Buy |
+18,000
| New | +$555K | 0.17% | 63 |
|