David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Tr (SUB)
← All SUB superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.23 | $107.63–108.02 · VW $107.81i | SEC | |
| 2021 Q1 | 13,996 | 0.23 | $107.82 | $1,509,000 | SEC | ||
| 2020 Q4 | 13,996 | 0.26 | Add 64.37% | 0.10 | $107.58–108.18 · VW $107.90i | $1,513,000 | SEC |
| 2020 Q3 | 8,515 | 0.18 | Buy | 0.18 | $107.59–108.56 · VW $108.15i | $920,000 | SEC |