BAM
Bruderman Asset Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $165K | Buy |
11,407
+1,275
| +13% | +$18.4K | 0.3% | 64 |
|
|
2022
Q1 | $188K | Hold |
10,132
| – | – | 0.28% | 72 |
|
|
2021
Q4 | $186K | Hold |
10,132
| – | – | 0.14% | 104 |
|
|
2021
Q3 | $179K | Hold |
10,132
| – | – | 0.05% | 124 |
|
|
2021
Q2 | $181K | Hold |
10,132
| – | – | 0.06% | 88 |
|
|
2021
Q1 | $186K | Buy |
+10,132
| New | +$186K | 0.05% | 118 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$5K | – | 264 |
|
|
2019
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 487 |
|
|
2018
Q4 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 509 |
|