Berman Capital Advisors’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $440K | Sell |
5,131
-953
| -16% | -$81.7K | 0.07% | 148 |
|
|
2021
Q2 | $500K | Buy |
6,084
+156
| +3% | +$12.8K | 0.08% | 117 |
|
|
2021
Q1 | $468K | Buy |
5,928
+1,111
| +23% | +$87.7K | 0.1% | 102 |
|
|
2020
Q4 | $352K | Buy |
4,817
+115
| +2% | +$8.4K | 0.08% | 108 |
|
|
2020
Q3 | $289K | Buy |
4,702
+1,572
| +50% | +$96.6K | 0.08% | 110 |
|
|
2020
Q2 | $178K | Buy |
3,130
+1,700
| +119% | +$96.7K | 0.05% | 156 |
|
|
2020
Q1 | $67K | Sell |
1,430
-438
| -23% | -$20.5K | 0.02% | 246 |
|
|
2019
Q4 | $145K | Hold |
1,868
| – | – | 0.04% | 175 |
|
|
2019
Q3 | $133K | Hold |
1,868
| – | – | 0.04% | 176 |
|
|
2019
Q2 | $133K | Sell |
1,868
-28
| -1% | -$1.99K | 0.04% | 175 |
|
|
2019
Q1 | $139K | Buy |
1,896
+78
| +4% | +$5.72K | 0.05% | 157 |
|
|
2018
Q4 | $127K | Buy |
+1,818
| New | +$127K | 0.05% | 148 |
|