Berman Capital Advisors’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1986 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1606 |
|
|
2020
Q3 | $1K | Sell |
25
-93
| -79% | -$3.72K | ﹤0.01% | 1534 |
|
|
2020
Q2 | $5K | Buy |
+118
| New | +$5K | ﹤0.01% | 1005 |
|
|
2019
Q3 | – | Sell |
-106
| Closed | -$3K | – | 1601 |
|
|
2019
Q2 | $3K | Hold |
106
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 947 |
|
|
2018
Q4 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 705 |
|