Stanford Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-130
| Closed | -$6K | – | 133 |
|
|
2016
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 329 |
|
|
2016
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 349 |
|
|
2016
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 316 |
|
|
2016
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 310 |
|
|
2015
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 290 |
|
|
2015
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 298 |
|
|
2015
Q2 | $6K | Sell |
130
-3,474
| -96% | -$160K | ﹤0.01% | 305 |
|
|
2015
Q1 | $182K | Buy |
3,604
+34
| +1% | +$1.72K | 0.15% | 53 |
|
|
2014
Q4 | $173K | Buy |
+3,570
| New | +$173K | 0.15% | 57 |
|