Kore Private Wealth’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 |
-1,454
| Closed | -$73K | – | 636 |
|
2020
Q2 | $73K | Buy |
1,454
+734
| +102% | +$36.9K | 0.01% | 385 |
|
2020
Q1 | $33K | Buy |
720
+608
| +543% | +$27.9K | 0.01% | 498 |
|
2019
Q4 | $7K | Buy |
+112
| New | +$7K | ﹤0.01% | 804 |
|
2019
Q2 | – | Sell |
-46
| Closed | -$3K | – | 490 |
|
2019
Q1 | $3K | Sell |
46
-60
| -57% | -$3.91K | ﹤0.01% | 822 |
|
2018
Q4 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 673 |
|