Berman Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,256
Closed -$111K 1509
2019
Q2
$111K Buy
2,256
+8
+0.4% +$394 0.04% 198
2019
Q1
$107K Buy
2,248
+4
+0.2% +$190 0.04% 188
2018
Q4
$89K Buy
+2,244
New +$89K 0.03% 190