Berman Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $822K | Hold |
3,228
| – | – | 0.13% | 86 |
|
|
2021
Q2 | $826K | Hold |
3,228
| – | – | 0.13% | 79 |
|
|
2021
Q1 | $765K | Buy |
3,228
+6
| +0.2% | +$1.42K | 0.16% | 67 |
|
|
2020
Q4 | $720K | Sell |
3,222
-3,843
| -54% | -$859K | 0.17% | 60 |
|
|
2020
Q3 | $1.38M | Sell |
7,065
-439
| -6% | -$85.9K | 0.39% | 37 |
|
|
2020
Q2 | $1.35M | Buy |
7,504
+2,966
| +65% | +$534K | 0.35% | 38 |
|
|
2020
Q1 | $673K | Buy |
+4,538
| New | +$673K | 0.22% | 55 |
|