Glassman Wealth Services’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-47
| Closed | -$330 | – | 443 |
|
2023
Q4 | $330 | Hold |
47
| – | – | ﹤0.01% | 1803 |
|
2023
Q3 | $385 | Hold |
47
| – | – | ﹤0.01% | 1789 |
|
2023
Q2 | $323 | Hold |
47
| – | – | ﹤0.01% | 1723 |
|
2023
Q1 | $369 | Buy |
+47
| New | +$369 | ﹤0.01% | 1670 |
|
2022
Q1 | – | Sell |
-47
| Closed | – | – | 1662 |
|
2021
Q4 | $0 | Buy |
+47
| New | – | ﹤0.01% | 1656 |
|