Moneta Group Investment Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,401
| Closed | -$249K | – | 321 |
|
|
2020
Q3 | $249K | Sell |
10,401
-3,626
| -26% | -$86.8K | 0.02% | 238 |
|
|
2020
Q2 | $325K | Sell |
14,027
-3,966
| -22% | -$91.9K | 0.03% | 205 |
|
|
2020
Q1 | $389K | Sell |
17,993
-5,053
| -22% | -$109K | 0.04% | 175 |
|
|
2019
Q4 | $696K | Sell |
23,046
-5,704
| -20% | -$172K | 0.06% | 149 |
|
|
2019
Q3 | $853K | Sell |
28,750
-24,621
| -46% | -$730K | 0.08% | 132 |
|
|
2019
Q2 | $1.59M | Sell |
53,371
-17,780
| -25% | -$530K | 0.16% | 89 |
|
|
2019
Q1 | $2.16M | Buy |
71,151
+785
| +1% | +$23.9K | 0.23% | 71 |
|
|
2018
Q4 | $1.9M | Buy |
+70,366
| New | +$1.9M | 0.23% | 72 |
|