Berman Capital Advisors’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-373
| Closed | -$1K | – | 2237 |
|
|
2021
Q2 | $1K | Buy |
373
+173
| +87% | +$464 | ﹤0.01% | 1816 |
|
|
2021
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q4 | $0 | Sell |
200
-461
| -70% | – | ﹤0.01% | 1841 |
|
|
2020
Q3 | $2K | Hold |
661
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q2 | $2K | Buy |
661
+332
| +101% | +$1.01K | ﹤0.01% | 1326 |
|
|
2020
Q1 | $0 | Sell |
329
-1,474
| -82% | – | ﹤0.01% | 1681 |
|
|
2019
Q4 | $11K | Buy |
1,803
+153
| +9% | +$933 | ﹤0.01% | 722 |
|
|
2019
Q3 | $7K | Buy |
+1,650
| New | +$7K | ﹤0.01% | 855 |
|