Berman Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.14M | Buy |
5,191
+1
| +0% | +$219 | 0.18% | 69 |
|
|
2021
Q2 | $1.19M | Buy |
5,190
+1
| +0% | +$229 | 0.19% | 64 |
|
|
2021
Q1 | $1.15M | Sell |
5,189
-842
| -14% | -$186K | 0.24% | 56 |
|
|
2020
Q4 | $1.18M | Sell |
6,031
-4,213
| -41% | -$826K | 0.28% | 52 |
|
|
2020
Q3 | $1.53M | Sell |
10,244
-418
| -4% | -$62.6K | 0.44% | 33 |
|
|
2020
Q2 | $1.53M | Sell |
10,662
-3,649
| -25% | -$522K | 0.4% | 35 |
|
|
2020
Q1 | $1.64M | Buy |
14,311
+3
| +0% | +$343 | 0.53% | 26 |
|
|
2019
Q4 | $2.37M | Buy |
14,308
+1,234
| +9% | +$204K | 0.68% | 23 |
|
|
2019
Q3 | $1.98M | Buy |
13,074
+5,585
| +75% | +$845K | 0.62% | 23 |
|
|
2019
Q2 | $1.16M | Sell |
7,489
-355
| -5% | -$55.2K | 0.37% | 32 |
|
|
2019
Q1 | $1.2M | Sell |
7,844
-1,438
| -15% | -$220K | 0.4% | 29 |
|
|
2018
Q4 | $1.24M | Sell |
9,282
-3,548
| -28% | -$475K | 0.49% | 26 |
|
|
2018
Q3 | $2.16M | Sell |
12,830
-1,555
| -11% | -$262K | 0.91% | 17 |
|
|
2018
Q2 | $2.36M | Sell |
14,385
-576
| -4% | -$94.3K | 0.82% | 23 |
|
|
2018
Q1 | $2.27M | Buy |
+14,961
| New | +$2.27M | 0.87% | 23 |
|