Berman Capital Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Buy |
56
+18
| +47% | +$1.93K | ﹤0.01% | 1393 |
|
|
2021
Q2 | $3K | Buy |
38
+7
| +23% | +$553 | ﹤0.01% | 1523 |
|
|
2021
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1553 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$1K | – | 1836 |
|
|
2020
Q1 | $1K | Buy |
19
+12
| +171% | +$632 | ﹤0.01% | 1373 |
|
|
2019
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1554 |
|