BWP
Baldwin Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-425
| Closed | -$42K | – | 515 |
|
|
2016
Q4 | $42K | Hold |
425
| – | – | 0.01% | 304 |
|
|
2016
Q3 | $45K | Sell |
425
-50
| -11% | -$5.29K | 0.01% | 308 |
|
|
2016
Q2 | $51K | Hold |
475
| – | – | 0.01% | 269 |
|
|
2016
Q1 | $49K | Buy |
+475
| New | +$49K | 0.01% | 304 |
|