New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $382K | Buy |
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|
2019
Q3 | $392K | Hold |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $363K | Sell |
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|
2018
Q4 | $316K | Buy |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $316K | Buy |
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|
2017
Q4 | $343K | Buy |
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