Berman Capital Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $72K | Buy |
886
+414
| +88% | +$33.6K | 0.01% | 542 |
|
2021
Q2 | $38K | Buy |
472
+71
| +18% | +$5.72K | 0.01% | 686 |
|
2021
Q1 | $31K | Buy |
401
+300
| +297% | +$23.2K | 0.01% | 650 |
|
2020
Q4 | $6K | Buy |
101
+17
| +20% | +$1.01K | ﹤0.01% | 1104 |
|
2020
Q3 | $4K | Hold |
84
| – | – | ﹤0.01% | 1142 |
|
2020
Q2 | $3K | Buy |
84
+37
| +79% | +$1.32K | ﹤0.01% | 1185 |
|
2020
Q1 | $1K | Sell |
47
-216
| -82% | -$4.6K | ﹤0.01% | 1374 |
|
2019
Q4 | $10K | Buy |
263
+33
| +14% | +$1.26K | ﹤0.01% | 752 |
|
2019
Q3 | $8K | Hold |
230
| – | – | ﹤0.01% | 800 |
|
2019
Q2 | $10K | Hold |
230
| – | – | ﹤0.01% | 743 |
|
2019
Q1 | $9K | Buy |
230
+111
| +93% | +$4.34K | ﹤0.01% | 706 |
|
2018
Q4 | $3K | Buy |
+119
| New | +$3K | ﹤0.01% | 825 |
|