GWA
Guidant Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.33M | Sell |
11,088
-148
| -1% | -$17.8K | 0.49% | 40 |
|
|
2019
Q2 | $1.27M | Sell |
11,236
-365
| -3% | -$41.1K | 0.49% | 41 |
|
|
2019
Q1 | $1.29M | Sell |
11,601
-2
| -0% | -$222 | 0.5% | 41 |
|
|
2018
Q4 | $1.11M | Buy |
11,603
+3,068
| +36% | +$294K | 0.52% | 42 |
|
|
2018
Q3 | $847K | Sell |
8,535
-23
| -0.3% | -$2.28K | 0.35% | 29 |
|
|
2018
Q2 | $849K | Sell |
8,558
-9
| -0.1% | -$893 | 0.37% | 29 |
|
|
2018
Q1 | $787K | Sell |
8,567
-20
| -0.2% | -$1.84K | 0.36% | 29 |
|
|
2017
Q4 | $854K | Sell |
8,587
-15
| -0.2% | -$1.49K | 0.38% | 28 |
|
|
2017
Q3 | $869K | Buy |
8,602
+5
| +0.1% | +$505 | 0.62% | 27 |
|
|
2017
Q2 | $847K | Sell |
8,597
-1
| -0% | -$99 | 0.44% | 48 |
|
|
2017
Q1 | $861K | Sell |
8,598
-10
| -0.1% | -$1K | 0.45% | 47 |
|
|
2016
Q4 | $854K | Sell |
8,608
-1,049
| -11% | -$104K | 0.48% | 44 |
|
|
2016
Q3 | $978K | Buy |
+9,657
| New | +$978K | 0.6% | 41 |
|