Berman Capital Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-798
| Closed | -$62K | – | 1966 |
|
|
2021
Q1 | $62K | Buy |
798
+1
| +0.1% | +$78 | 0.01% | 410 |
|
|
2020
Q4 | $57K | Sell |
797
-283
| -26% | -$20.2K | 0.01% | 377 |
|
|
2020
Q3 | $64K | Buy |
1,080
+4
| +0.4% | +$237 | 0.02% | 290 |
|
|
2020
Q2 | $60K | Hold |
1,076
| – | – | 0.02% | 293 |
|
|
2020
Q1 | $48K | Hold |
1,076
| – | – | 0.02% | 301 |
|
|
2019
Q4 | $63K | Buy |
1,076
+8
| +0.7% | +$468 | 0.02% | 285 |
|
|
2019
Q3 | $59K | Buy |
1,068
+4
| +0.4% | +$221 | 0.02% | 277 |
|
|
2019
Q2 | $60K | Hold |
1,064
| – | – | 0.02% | 275 |
|
|
2019
Q1 | $58K | Buy |
1,064
+4
| +0.4% | +$218 | 0.02% | 253 |
|
|
2018
Q4 | $50K | Buy |
+1,060
| New | +$50K | 0.02% | 250 |
|