Berman Capital Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $13K | Buy |
518
+7
| +1% | +$176 | ﹤0.01% | 1108 |
|
|
2021
Q2 | $15K | Buy |
511
+72
| +16% | +$2.11K | ﹤0.01% | 1010 |
|
|
2021
Q1 | $12K | Hold |
439
| – | – | ﹤0.01% | 976 |
|
|
2020
Q4 | $11K | Hold |
439
| – | – | ﹤0.01% | 903 |
|
|
2020
Q3 | $11K | Sell |
439
-61
| -12% | -$1.53K | ﹤0.01% | 770 |
|
|
2020
Q2 | $14K | Buy |
500
+61
| +14% | +$1.71K | ﹤0.01% | 660 |
|
|
2020
Q1 | $13K | Hold |
439
| – | – | ﹤0.01% | 610 |
|
|
2019
Q4 | $12K | Hold |
439
| – | – | ﹤0.01% | 686 |
|
|
2019
Q3 | $13K | Hold |
439
| – | – | ﹤0.01% | 645 |
|
|
2019
Q2 | $13K | Hold |
439
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $13K | Sell |
439
-1
| -0.2% | -$30 | ﹤0.01% | 580 |
|
|
2018
Q4 | $11K | Buy |
+440
| New | +$11K | ﹤0.01% | 495 |
|