Perigon Wealth Management’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
Q1 | – | Sell |
-6,753
| Closed | -$203K | – | 323 |
|
|
2019
Q4 | $203K | Buy |
+6,753
| New | +$203K | 0.04% | 251 |
|
|
2019
Q3 | – | Sell |
-9,240
| Closed | -$275K | – | 248 |
|
|
2019
Q2 | $275K | Sell |
9,240
-15
| -0.2% | -$446 | 0.06% | 184 |
|
|
2019
Q1 | $275K | Buy |
9,255
+730
| +9% | +$21.7K | 0.06% | 173 |
|
|
2018
Q4 | $247K | Sell |
8,525
-8,520
| -50% | -$247K | 0.06% | 185 |
|
|
2018
Q3 | $491K | Buy |
17,045
+620
| +4% | +$17.9K | 0.12% | 118 |
|
|
2018
Q2 | $479K | Buy |
16,425
+2,141
| +15% | +$62.4K | 0.14% | 128 |
|
|
2018
Q1 | $425K | Buy |
+14,284
| New | +$425K | 0.16% | 95 |
|