Berman Capital Advisors’s TXNM Energy, Inc. TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $34K | Buy |
694
+4
| +0.6% | +$196 | 0.01% | 826 |
|
|
2021
Q2 | $33K | Buy |
690
+22
| +3% | +$1.05K | 0.01% | 744 |
|
|
2021
Q1 | $32K | Buy |
668
+620
| +1,292% | +$29.7K | 0.01% | 638 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q3 | $1K | Sell |
48
-78
| -62% | -$1.63K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $4K | Buy |
126
+78
| +163% | +$2.48K | ﹤0.01% | 1094 |
|
|
2020
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 1396 |
|
|
2019
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1264 |
|
|
2019
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 1143 |
|
|
2018
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1085 |
|