Berman Capital Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-34
| Closed | -$1K | – | 1693 |
|
2019
Q4 | $1K | Sell |
34
-94
| -73% | -$2.77K | ﹤0.01% | 1400 |
|
2019
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 910 |
|
2019
Q2 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 877 |
|
2019
Q1 | – | Sell |
-51
| Closed | -$3K | – | 1496 |
|
2018
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 829 |
|