Mosaic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $579K | Hold |
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|
2018
Q1 | $540K | Sell |
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|
2017
Q4 | $742K | Hold |
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|
2017
Q3 | $738K | Hold |
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|
2017
Q2 | $742K | Sell |
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|
2017
Q1 | $738K | Sell |
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|
2016
Q4 | $765K | Hold |
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|
2016
Q3 | $806K | Sell |
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|
2016
Q2 | $929K | Sell |
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|
2016
Q1 | $907K | Sell |
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|
2015
Q4 | $911K | Sell |
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|
2015
Q3 | $1.04M | Hold |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.15M | Sell |
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|
2014
Q4 | $1.17M | Sell |
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|
2014
Q3 | $1.08M | Hold |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1M | Hold |
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|
2013
Q3 | $1.03M | Sell |
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|
2013
Q2 | $1.11M | Buy |
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