BCA
Berman Capital Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,607
| Closed | -$560K | – | 1710 |
|
|
2020
Q1 | $560K | Sell |
5,607
-6,886
| -55% | -$688K | 0.18% | 62 |
|
|
2019
Q4 | $2.01M | Buy |
12,493
+5
| +0% | +$804 | 0.58% | 25 |
|
|
2019
Q3 | $1.88M | Sell |
12,488
-150
| -1% | -$22.5K | 0.58% | 25 |
|
|
2019
Q2 | $1.88M | Buy |
12,638
+3
| +0% | +$446 | 0.6% | 24 |
|
|
2019
Q1 | $1.86M | Buy |
12,635
+3
| +0% | +$443 | 0.62% | 22 |
|
|
2018
Q4 | $1.67M | Buy |
+12,632
| New | +$1.67M | 0.65% | 22 |
|