Atherton Lane Advisers’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $303K | Sell |
6,110
-370
| -6% | -$18.3K | 0.02% | 184 |
|
|
2015
Q3 | $300K | Sell |
6,480
-3,900
| -38% | -$181K | 0.02% | 176 |
|
|
2015
Q2 | $465K | Sell |
10,380
-44,696
| -81% | -$2M | 0.03% | 150 |
|
|
2015
Q1 | $2.79M | Sell |
55,076
-1,200
| -2% | -$60.7K | 0.15% | 78 |
|
|
2014
Q4 | $2.73M | Sell |
56,276
-3,110
| -5% | -$151K | 0.15% | 79 |
|
|
2014
Q3 | $2.51M | Sell |
59,386
-6,874
| -10% | -$290K | 0.14% | 81 |
|
|
2014
Q2 | $2.89M | Buy |
+66,260
| New | +$2.89M | 0.16% | 77 |
|