Berman Capital Advisors’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $17K | Buy |
3,892
+173
| +5% | +$756 | ﹤0.01% | 1040 |
|
2021
Q2 | $16K | Sell |
3,719
-107
| -3% | -$460 | ﹤0.01% | 990 |
|
2021
Q1 | $15K | Buy |
3,826
+103
| +3% | +$404 | ﹤0.01% | 904 |
|
2020
Q4 | $13K | Buy |
+3,723
| New | +$13K | ﹤0.01% | 831 |
|
2020
Q3 | – | Sell |
-2,525
| Closed | -$9K | – | 1772 |
|
2020
Q2 | $9K | Buy |
2,525
+1,716
| +212% | +$6.12K | ﹤0.01% | 813 |
|
2020
Q1 | $2K | Buy |
809
+673
| +495% | +$1.66K | ﹤0.01% | 1186 |
|
2019
Q4 | $0 | Buy |
+136
| New | – | ﹤0.01% | 1545 |
|
2019
Q3 | – | Sell |
-1,193
| Closed | -$7K | – | 1576 |
|
2019
Q2 | $7K | Buy |
1,193
+693
| +139% | +$4.07K | ﹤0.01% | 876 |
|
2019
Q1 | $3K | Buy |
500
+7
| +1% | +$42 | ﹤0.01% | 1030 |
|
2018
Q4 | $2K | Buy |
+493
| New | +$2K | ﹤0.01% | 902 |
|