Berman Capital Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $953K | Buy |
3,980
+954
| +32% | +$228K | 0.15% | 77 |
|
|
2021
Q2 | $735K | Buy |
3,026
+142
| +5% | +$34.5K | 0.12% | 87 |
|
|
2021
Q1 | $654K | Buy |
2,884
+1,790
| +164% | +$406K | 0.14% | 80 |
|
|
2020
Q4 | $237K | Buy |
1,094
+234
| +27% | +$50.7K | 0.06% | 143 |
|
|
2020
Q3 | $139K | Buy |
860
+113
| +15% | +$18.3K | 0.04% | 186 |
|
|
2020
Q2 | $77K | Buy |
747
+476
| +176% | +$49.1K | 0.02% | 261 |
|
|
2020
Q1 | $13K | Sell |
271
-147
| -35% | -$7.05K | ﹤0.01% | 613 |
|
|
2019
Q4 | $26K | Buy |
418
+41
| +11% | +$2.55K | 0.01% | 466 |
|
|
2019
Q3 | $23K | Buy |
377
+44
| +13% | +$2.68K | 0.01% | 478 |
|
|
2019
Q2 | $24K | Sell |
333
-140
| -30% | -$10.1K | 0.01% | 468 |
|
|
2019
Q1 | $35K | Buy |
473
+310
| +190% | +$22.9K | 0.01% | 340 |
|
|
2018
Q4 | $9K | Buy |
+163
| New | +$9K | ﹤0.01% | 539 |
|