Waldron Private Wealth’s Berry Corp BRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-72,091
Closed -$182K 264
2020
Q1
$182K Buy
72,091
+1,850
+3% +$4.67K 0.02% 221
2019
Q4
$670K Buy
+70,241
New +$670K 0.06% 143