Concert Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$758K Sell
2016
Q2
$763K Buy
2016
Q1
$625K Buy
2015
Q4
$231K Sell
2015
Q3
$624K Buy
2015
Q2
Hold
2015
Q1
Hold
2014
Q4
Hold
2013
Q4
Sell
2013
Q3
$200K Buy
2013
Q2
Hold