Mark Sheptoff Financial Planning’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-762
| Closed | -$46K | – | 435 |
|
|
2021
Q2 | $46K | Buy |
+762
| New | +$46K | 0.02% | 197 |
|
|
2019
Q2 | – | Sell |
-545
| Closed | -$27K | – | 371 |
|
|
2019
Q1 | $27K | Buy |
545
+218
| +67% | +$10.8K | 0.02% | 196 |
|
|
2018
Q4 | $14K | Sell |
327
-14,522
| -98% | -$622K | 0.01% | 216 |
|
|
2018
Q3 | $660K | Sell |
14,849
-1,960
| -12% | -$87.1K | 0.45% | 45 |
|
|
2018
Q2 | $709K | Hold |
16,809
| – | – | 0.52% | 43 |
|
|
2018
Q1 | $846K | Sell |
16,809
-272
| -2% | -$13.7K | 0.59% | 44 |
|
|
2017
Q4 | $920K | Sell |
17,081
-218
| -1% | -$11.7K | 0.6% | 49 |
|
|
2017
Q3 | $900K | Buy |
17,299
+218
| +1% | +$11.3K | 0.6% | 46 |
|
|
2017
Q2 | $894K | Buy |
17,081
+2,640
| +18% | +$138K | 0.61% | 46 |
|
|
2017
Q1 | $644K | Buy |
14,441
+763
| +6% | +$34K | 0.46% | 55 |
|
|
2016
Q4 | $612K | Buy |
13,678
+4,204
| +44% | +$188K | 0.45% | 56 |
|
|
2016
Q3 | $381K | Buy |
9,474
+5,880
| +164% | +$236K | 0.28% | 67 |
|
|
2016
Q2 | $128K | Hold |
3,594
| – | – | 0.1% | 113 |
|
|
2016
Q1 | $119K | Sell |
3,594
-3,648
| -50% | -$121K | 0.1% | 118 |
|
|
2015
Q4 | $241K | Buy |
7,242
+1,470
| +25% | +$48.9K | 0.2% | 83 |
|
|
2015
Q3 | $159K | Sell |
5,772
-4,465
| -44% | -$123K | 0.14% | 104 |
|
|
2015
Q2 | $305K | Sell |
10,237
-980
| -9% | -$29.2K | 0.25% | 82 |
|
|
2015
Q1 | $373K | Hold |
11,217
| – | – | 0.31% | 72 |
|
|
2014
Q4 | $325K | Buy |
+11,217
| New | +$325K | 0.29% | 78 |
|