Berman Capital Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $49K | Buy |
2,456
+1,718
| +233% | +$34.3K | 0.01% | 681 |
|
|
2021
Q2 | $17K | Buy |
738
+7
| +1% | +$161 | ﹤0.01% | 976 |
|
|
2021
Q1 | $17K | Buy |
731
+56
| +8% | +$1.3K | ﹤0.01% | 850 |
|
|
2020
Q4 | $15K | Buy |
675
+500
| +286% | +$11.1K | ﹤0.01% | 770 |
|
|
2020
Q3 | $3K | Sell |
175
-228
| -57% | -$3.91K | ﹤0.01% | 1225 |
|
|
2020
Q2 | $5K | Buy |
403
+149
| +59% | +$1.85K | ﹤0.01% | 1006 |
|
|
2020
Q1 | $4K | Buy |
254
+22
| +9% | +$346 | ﹤0.01% | 981 |
|
|
2019
Q4 | $8K | Hold |
232
| – | – | ﹤0.01% | 849 |
|
|
2019
Q3 | $6K | Hold |
232
| – | – | ﹤0.01% | 912 |
|
|
2019
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 833 |
|
|
2019
Q1 | $7K | Hold |
232
| – | – | ﹤0.01% | 794 |
|
|
2018
Q4 | $4K | Buy |
+232
| New | +$4K | ﹤0.01% | 765 |
|