Berman Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,509
| Closed | -$81K | – | 1758 |
|
|
2020
Q3 | $81K | Hold |
1,509
| – | – | 0.02% | 257 |
|
|
2020
Q2 | $78K | Sell |
1,509
-5,345
| -78% | -$276K | 0.02% | 253 |
|
|
2020
Q1 | $316K | Buy |
6,854
+46
| +0.7% | +$2.12K | 0.1% | 82 |
|
|
2019
Q4 | $429K | Buy |
6,808
+32
| +0.5% | +$2.02K | 0.12% | 78 |
|
|
2019
Q3 | $391K | Buy |
6,776
+32
| +0.5% | +$1.85K | 0.12% | 81 |
|
|
2019
Q2 | $382K | Buy |
6,744
+5,235
| +347% | +$297K | 0.12% | 80 |
|
|
2019
Q1 | $82K | Hold |
1,509
| – | – | 0.03% | 216 |
|
|
2018
Q4 | $74K | Buy |
+1,509
| New | +$74K | 0.03% | 213 |
|