Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-430
| Closed | -$24K | – | 292 |
|
|
2019
Q2 | $24K | Hold |
430
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $24K | Hold |
430
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $21K | Hold |
430
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $22K | Buy |
+430
| New | +$22K | ﹤0.01% | 389 |
|
|
2015
Q3 | – | Sell |
-4,624
| Closed | -$207K | – | 163 |
|
|
2015
Q2 | $207K | Buy |
+4,624
| New | +$207K | 0.01% | 240 |
|