Financial Advocates Investment 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
Q1 | – | Sell |
-18,776
| Closed | -$898K | – | 460 |
|
|
2018
Q4 | $898K | Hold |
18,776
| – | – | 0.12% | 182 |
|
|
2018
Q3 | $940K | Sell |
18,776
-554
| -3% | -$27.7K | 0.11% | 196 |
|
|
2018
Q2 | $965K | Buy |
19,330
+3,332
| +21% | +$166K | 0.12% | 183 |
|
|
2018
Q1 | $746K | Sell |
15,998
-424
| -3% | -$19.8K | 0.1% | 210 |
|
|
2017
Q4 | $832K | Buy |
+16,422
| New | +$832K | 0.11% | 188 |
|