Berman Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $2.37M | Buy |
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|
2019
Q3 | $1.98M | Buy |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $2.16M | Sell |
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|
2018
Q2 | $2.36M | Sell |
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|
2018
Q1 | $2.27M | Buy |
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