Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-62
| Closed | -$3K | – | 763 |
|
|
2020
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 574 |
|
|
2019
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 571 |
|
|
2019
Q2 | $3K | Sell |
62
-4
| -6% | -$194 | ﹤0.01% | 611 |
|
|
2019
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 551 |
|
|
2018
Q4 | $3K | Buy |
66
+4
| +6% | +$182 | ﹤0.01% | 568 |
|
|
2018
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 538 |
|
|
2018
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 540 |
|
|
2018
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 578 |
|
|
2017
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 543 |
|
|
2017
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 592 |
|
|
2017
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 579 |
|
|
2016
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 582 |
|
|
2016
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 570 |
|
|
2016
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 563 |
|
|
2016
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 524 |
|
|
2015
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 548 |
|
|
2015
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 540 |
|
|
2015
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 555 |
|
|
2015
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 573 |
|
|
2014
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 553 |
|
|
2014
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 551 |
|
|
2014
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 555 |
|
|
2014
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 523 |
|
|
2013
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 553 |
|
|
2013
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 514 |
|