Berman Capital Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1418 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1204 |
|
|
2018
Q3 | – | Sell |
-85,118
| Closed | -$2.72M | – | 117 |
|
|
2018
Q2 | $2.72M | Hold |
85,118
| – | – | 0.95% | 20 |
|
|
2018
Q1 | $2.68M | Sell |
85,118
-48,075
| -36% | -$1.51M | 1.02% | 21 |
|
|
2017
Q4 | $4.23M | Buy |
+133,193
| New | +$4.23M | 1.4% | 19 |
|