Berman Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $46K | Buy |
|
|||||
|
2021
Q2 | $47K | Buy |
|
|||||
|
2021
Q1 | $45K | Hold |
|
|||||
|
2020
Q4 | $40K | Buy |
|
|||||
|
2020
Q3 | $18K | Buy |
|
|||||
|
2020
Q2 | $17K | Sell |
|
|||||
|
2020
Q1 | $819K | Sell |
|
|||||
|
2019
Q4 | $1.13M | Buy |
|
|||||
|
2019
Q3 | $1.06M | Buy |
|
|||||
|
2019
Q2 | $1.04M | Buy |
|
|||||
|
2019
Q1 | $644K | Sell |
|
|||||
|
2018
Q4 | $729K | Sell |
|
|||||
|
2018
Q3 | $1.01M | Buy |
|
|||||
|
2018
Q2 | $960K | Sell |
|
|||||
|
2018
Q1 | $957K | Sell |
|
|||||
|
2017
Q4 | $1M | Buy |
|