Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-30
| Closed | -$1K | – | 488 |
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 221 |
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 225 |
|
2016
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 207 |
|
2016
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 215 |
|
2016
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 223 |
|
2015
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 232 |
|