Berman Capital Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $142K | Hold |
2,000
| – | – | 0.02% | 346 |
|
|
2021
Q2 | $141K | Hold |
2,000
| – | – | 0.02% | 296 |
|
|
2021
Q1 | $132K | Hold |
2,000
| – | – | 0.03% | 250 |
|
|
2020
Q4 | $125K | Hold |
2,000
| – | – | 0.03% | 219 |
|
|
2020
Q3 | $112K | Hold |
2,000
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $105K | Hold |
2,000
| – | – | 0.03% | 220 |
|
|
2020
Q1 | $89K | Hold |
2,000
| – | – | 0.03% | 214 |
|
|
2019
Q4 | $107K | Hold |
2,000
| – | – | 0.03% | 216 |
|
|
2019
Q3 | $98K | Hold |
2,000
| – | – | 0.03% | 212 |
|
|
2019
Q2 | $97K | Hold |
2,000
| – | – | 0.03% | 211 |
|
|
2019
Q1 | $95K | Sell |
2,000
-800
| -29% | -$38K | 0.03% | 200 |
|
|
2018
Q4 | $118K | Buy |
+2,800
| New | +$118K | 0.05% | 155 |
|