Integrated Wealth Counsel’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $105K | Hold |
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|
2016
Q2 | $108K | Hold |
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|
2016
Q1 | $103K | Sell |
|
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|
2015
Q4 | $105K | Hold |
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|
2015
Q3 | $98K | Hold |
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|
2015
Q2 | $95K | Buy |
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|
2015
Q1 | $101K | Hold |
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|
2014
Q4 | $97K | Hold |
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|
2014
Q3 | $84K | Hold |
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|
2014
Q2 | $87K | Hold |
|
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|
2014
Q1 | $82K | Sell |
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|
2013
Q4 | $108K | Sell |
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|
2013
Q3 | $1.27M | Sell |
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|
2013
Q2 | $1.43M | Buy |
|