WealthSource Partners’s Berry Corp BRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,120
| Closed | -$81K | – | 433 |
|
|
2020
Q4 | $81K | Sell |
22,120
-6,275
| -22% | -$23K | 0.01% | 374 |
|
|
2020
Q3 | $90K | Sell |
28,395
-1,800
| -6% | -$5.71K | 0.01% | 349 |
|
|
2020
Q2 | $146K | Hold |
30,195
| – | – | 0.02% | 323 |
|
|
2020
Q1 | $73K | Sell |
30,195
-3,275
| -10% | -$7.92K | 0.01% | 327 |
|
|
2019
Q4 | $316K | Buy |
33,470
+9,925
| +42% | +$93.7K | 0.04% | 300 |
|
|
2019
Q3 | $220K | Buy |
23,545
+4,650
| +25% | +$43.4K | 0.03% | 392 |
|
|
2019
Q2 | $200K | Buy |
+18,895
| New | +$200K | 0.03% | 425 |
|