Berman Capital Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Sell |
174
-57
| -25% | -$1.31K | ﹤0.01% | 1517 |
|
|
2021
Q2 | $6K | Hold |
231
| – | – | ﹤0.01% | 1311 |
|
|
2021
Q1 | $8K | Hold |
231
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q4 | $5K | Buy |
231
+209
| +950% | +$4.52K | ﹤0.01% | 1179 |
|
|
2020
Q3 | $0 | Sell |
22
-305
| -93% | – | ﹤0.01% | 1779 |
|
|
2020
Q2 | $9K | Buy |
327
+284
| +660% | +$7.82K | ﹤0.01% | 816 |
|
|
2020
Q1 | $1K | Buy |
43
+22
| +105% | +$512 | ﹤0.01% | 1380 |
|
|
2019
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1395 |
|