TCI Wealth Advisors’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-431
| Closed | -$3.38K | – | 495 |
|
|
2023
Q1 | $3.38K | Hold |
431
| – | – | ﹤0.01% | 1783 |
|
|
2022
Q4 | $3.45K | Sell |
431
-284
| -40% | -$2.27K | ﹤0.01% | 1777 |
|
|
2022
Q3 | $5K | Hold |
715
| – | – | ﹤0.01% | 1430 |
|
|
2022
Q2 | $5K | Hold |
715
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q1 | $7K | Hold |
715
| – | – | ﹤0.01% | 1301 |
|
|
2021
Q4 | $6K | Hold |
715
| – | – | ﹤0.01% | 1505 |
|
|
2021
Q3 | $5K | Buy |
+715
| New | +$5K | ﹤0.01% | 1540 |
|
|
2019
Q1 | – | Sell |
-646
| Closed | -$6K | – | 1409 |
|
|
2018
Q4 | $6K | Buy |
+646
| New | +$6K | ﹤0.01% | 714 |
|