Berman Capital Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,550
Closed -$106K 1526
2019
Q1
$106K Buy
2,550
+12
+0.5% +$499 0.04% 189
2018
Q4
$95K Buy
+2,538
New +$95K 0.04% 180