Berman Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-580
| Closed | -$59K | – | 1965 |
|
|
2021
Q1 | $59K | Sell |
580
-94
| -14% | -$9.56K | 0.01% | 425 |
|
|
2020
Q4 | $58K | Buy |
674
+4
| +0.6% | +$344 | 0.01% | 366 |
|
|
2020
Q3 | $45K | Buy |
670
+4
| +0.6% | +$269 | 0.01% | 367 |
|
|
2020
Q2 | $44K | Sell |
666
-1,540
| -70% | -$102K | 0.01% | 351 |
|
|
2020
Q1 | $121K | Buy |
2,206
+6
| +0.3% | +$329 | 0.04% | 171 |
|
|
2019
Q4 | $187K | Buy |
2,200
+4
| +0.2% | +$340 | 0.05% | 145 |
|
|
2019
Q3 | $175K | Buy |
2,196
+4
| +0.2% | +$319 | 0.05% | 144 |
|
|
2019
Q2 | $174K | Buy |
2,192
+1,488
| +211% | +$118K | 0.06% | 143 |
|
|
2019
Q1 | $55K | Buy |
704
+4
| +0.6% | +$313 | 0.02% | 264 |
|
|
2018
Q4 | $48K | Buy |
+700
| New | +$48K | 0.02% | 256 |
|