DWA
Divergent Wealth Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-285,105
| Closed | -$6.61M | – | 40 |
|
2020
Q2 | $6.61M | Sell |
285,105
-82,852
| -23% | -$1.92M | 1.94% | 14 |
|
2020
Q1 | $7.96M | Buy |
367,957
+217,739
| +145% | +$4.71M | 2.83% | 10 |
|
2019
Q4 | $4.54M | Sell |
150,218
-21,190
| -12% | -$640K | 1.34% | 14 |
|
2019
Q3 | $5.09M | Buy |
171,408
+28,962
| +20% | +$859K | 1.58% | 14 |
|
2019
Q2 | $4.25M | Sell |
142,446
-17,103
| -11% | -$510K | 1.35% | 14 |
|
2019
Q1 | $4.85M | Sell |
159,549
-3,591
| -2% | -$109K | 1.61% | 14 |
|
2018
Q4 | $4.41M | Sell |
163,140
-15,579
| -9% | -$421K | 1.64% | 14 |
|
2018
Q3 | $4.93M | Sell |
178,719
-1
| -0% | -$28 | 1.7% | 14 |
|
2018
Q2 | $5.22M | Buy |
178,720
+5,988
| +3% | +$175K | 1.88% | 14 |
|
2018
Q1 | $5.14M | Buy |
172,732
+26,922
| +18% | +$800K | 1.92% | 14 |
|
2017
Q4 | $4.37M | Buy |
+145,810
| New | +$4.37M | 1.85% | 14 |
|