BAM
Bruderman Asset Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-510
| Closed | -$219K | – | 66 |
|
|
2022
Q1 | $219K | Sell |
510
-126
| -20% | -$54.1K | 0.33% | 66 |
|
|
2021
Q4 | $309K | Sell |
636
-350
| -35% | -$170K | 0.24% | 76 |
|
|
2021
Q3 | $389K | Buy |
986
+100
| +11% | +$39.5K | 0.1% | 91 |
|
|
2021
Q2 | $297K | Buy |
886
+60
| +7% | +$20.1K | 0.09% | 65 |
|
|
2021
Q1 | $255K | Buy |
826
+38
| +5% | +$11.7K | 0.07% | 101 |
|
|
2020
Q4 | $262K | Buy |
788
+144
| +22% | +$47.9K | 0.08% | 92 |
|
|
2020
Q3 | $216K | Buy |
644
+19
| +3% | +$6.37K | 0.07% | 88 |
|
|
2020
Q2 | $209K | Buy |
+625
| New | +$209K | 0.07% | 88 |
|
|
2019
Q2 | – | Sell |
-516
| Closed | -$128K | – | 257 |
|
|
2019
Q1 | $128K | Buy |
516
+45
| +10% | +$11.2K | 0.03% | 159 |
|
|
2018
Q4 | $94K | Sell |
471
-63
| -12% | -$12.6K | 0.02% | 182 |
|
|
2018
Q3 | $120K | Sell |
534
-30
| -5% | -$6.74K | 0.03% | 140 |
|
|
2018
Q2 | $112K | Buy |
+564
| New | +$112K | 0.03% | 161 |
|