Private Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-26,620
| Closed | -$1.24M | – | 131 |
|
|
2018
Q1 | $1.24M | Buy |
26,620
+11,172
| +72% | +$521K | 0.77% | 41 |
|
|
2017
Q4 | $783K | Buy |
15,448
+8,838
| +134% | +$448K | 0.42% | 59 |
|
|
2017
Q3 | $333K | Buy |
6,610
+368
| +6% | +$18.5K | 0.2% | 89 |
|
|
2017
Q2 | $316K | Sell |
6,242
-3,222
| -34% | -$163K | 0.19% | 96 |
|
|
2017
Q1 | $472K | Buy |
+9,464
| New | +$472K | 0.32% | 88 |
|