NWAM LLC’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
Q1 | – | Sell |
-3,530
| Closed | -$206K | – | 386 |
|
|
2019
Q4 | $206K | Hold |
3,530
| – | – | 0.04% | 379 |
|
|
2019
Q3 | $212K | Buy |
+3,530
| New | +$212K | 0.04% | 347 |
|
|
2014
Q1 | – | Sell |
-9,336
| Closed | -$349K | – | 276 |
|
|
2013
Q4 | $349K | Buy |
9,336
+262
| +3% | +$9.79K | 0.19% | 113 |
|
|
2013
Q3 | $349K | Buy |
9,074
+422
| +5% | +$16.2K | 0.17% | 118 |
|
|
2013
Q2 | $349K | Buy |
+8,652
| New | +$349K | 0.18% | 115 |
|