Berman Capital Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10K | Sell |
498
-47
| -9% | -$944 | ﹤0.01% | 1200 |
|
|
2021
Q2 | $13K | Buy |
545
+242
| +80% | +$5.77K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $7K | Hold |
303
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q4 | $5K | Hold |
303
| – | – | ﹤0.01% | 1183 |
|
|
2020
Q3 | $2K | Buy |
303
+15
| +5% | +$99 | ﹤0.01% | 1354 |
|
|
2020
Q2 | $2K | Sell |
288
-120
| -29% | -$833 | ﹤0.01% | 1332 |
|
|
2020
Q1 | $2K | Buy |
408
+176
| +76% | +$863 | ﹤0.01% | 1199 |
|
|
2019
Q4 | $2K | Hold |
232
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q3 | $2K | Sell |
232
-46
| -17% | -$397 | ﹤0.01% | 1243 |
|
|
2019
Q2 | $4K | Buy |
278
+228
| +456% | +$3.28K | ﹤0.01% | 1044 |
|
|
2019
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1501 |
|