Berman Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.65M | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $927K | Buy |
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|
2019
Q3 | $578K | Sell |
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|
2019
Q2 | $571K | Buy |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $669K | Buy |
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|
2018
Q2 | $621K | Buy |
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