Berman Capital Advisors’s World Kinect Corp WKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1630 |
|
|
2020
Q4 | – | Sell |
-129
| Closed | -$2K | – | 1856 |
|
|
2020
Q3 | $2K | Buy |
129
+53
| +70% | +$822 | ﹤0.01% | 1350 |
|
|
2020
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 1521 |
|
|
2020
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 1392 |
|
|
2019
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1246 |
|