BAM
Bruderman Asset Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-339
| Closed | -$208K | – | 86 |
|
|
2021
Q4 | $208K | Hold |
339
| – | – | 0.16% | 102 |
|
|
2021
Q3 | $206K | Buy |
+339
| New | +$206K | 0.05% | 122 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$9K | – | 392 |
|
|
2019
Q1 | $9K | Buy |
44
+26
| +144% | +$5.32K | ﹤0.01% | 456 |
|
|
2018
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 545 |
|