Berman Capital Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $77K | Buy |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $26K | Buy |
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|
2019
Q3 | $23K | Buy |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $9K | Buy |
|