Integrated Wealth Counsel’s ISHARES ASIA DEVELOPED REAL ESTATE ETF IFAS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-150
| Closed | -$5K | – | 94 |
|
2015
Q2 | $5K | Buy |
+150
| New | +$5K | 0.01% | 79 |
|
2014
Q1 | – | Sell |
-5,917
| Closed | -$190K | – | 193 |
|
2013
Q4 | $190K | Buy |
5,917
+417
| +8% | +$13.4K | 0.14% | 62 |
|
2013
Q3 | $189K | Hold |
5,500
| – | – | 0.14% | 60 |
|
2013
Q2 | $177K | Buy |
+5,500
| New | +$177K | 0.13% | 66 |
|