Berman Capital Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $124K | Buy |
624
+106
| +20% | +$21.1K | 0.02% | 381 |
|
2021
Q2 | $89K | Buy |
518
+77
| +17% | +$13.2K | 0.01% | 416 |
|
2021
Q1 | $77K | Buy |
441
+230
| +109% | +$40.2K | 0.02% | 361 |
|
2020
Q4 | $43K | Buy |
211
+7
| +3% | +$1.43K | 0.01% | 449 |
|
2020
Q3 | $37K | Hold |
204
| – | – | 0.01% | 424 |
|
2020
Q2 | $34K | Buy |
204
+4
| +2% | +$667 | 0.01% | 410 |
|
2020
Q1 | $27K | Buy |
200
+37
| +23% | +$5K | 0.01% | 427 |
|
2019
Q4 | $24K | Hold |
163
| – | – | 0.01% | 486 |
|
2019
Q3 | $25K | Hold |
163
| – | – | 0.01% | 457 |
|
2019
Q2 | $23K | Buy |
163
+19
| +13% | +$2.68K | 0.01% | 480 |
|
2019
Q1 | $19K | Buy |
144
+78
| +118% | +$10.3K | 0.01% | 475 |
|
2018
Q4 | $7K | Buy |
+66
| New | +$7K | ﹤0.01% | 610 |
|