United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-49,772
| Closed | -$1.49M | – | 1327 |
|
|
2017
Q4 | $1.49M | Buy |
49,772
+17,206
| +53% | +$516K | 0.01% | 672 |
|
|
2017
Q3 | $950K | Buy |
32,566
+18,849
| +137% | +$550K | 0.01% | 789 |
|
|
2017
Q2 | $391K | Buy |
+13,717
| New | +$391K | ﹤0.01% | 994 |
|
|
2016
Q4 | – | Sell |
-60,889
| Closed | -$1.84M | – | 1281 |
|
|
2016
Q3 | $1.84M | Buy |
60,889
+18,192
| +43% | +$549K | 0.02% | 609 |
|
|
2016
Q2 | $1.24M | Buy |
42,697
+34,113
| +397% | +$989K | 0.01% | 673 |
|
|
2016
Q1 | $251K | Buy |
+8,584
| New | +$251K | ﹤0.01% | 1053 |
|
|
2015
Q3 | – | Sell |
-17,524
| Closed | -$521K | – | 1281 |
|
|
2015
Q2 | $521K | Sell |
17,524
-9,371
| -35% | -$279K | 0.01% | 903 |
|
|
2015
Q1 | $861K | Buy |
26,895
+5,644
| +27% | +$181K | 0.01% | 761 |
|
|
2014
Q4 | $638K | Buy |
21,251
+7,671
| +56% | +$230K | 0.01% | 748 |
|
|
2014
Q3 | $408K | Buy |
13,580
+2,217
| +20% | +$66.6K | 0.01% | 849 |
|
|
2014
Q2 | $365K | Buy |
11,363
+70
| +0.6% | +$2.25K | 0.01% | 722 |
|
|
2014
Q1 | $339K | Hold |
11,293
| – | – | 0.01% | 746 |
|
|
2013
Q4 | $348K | Buy |
11,293
+989
| +10% | +$30.5K | 0.01% | 502 |
|
|
2013
Q3 | $345K | Buy |
10,304
+151
| +1% | +$5.06K | 0.01% | 527 |
|
|
2013
Q2 | $318K | Buy |
+10,153
| New | +$318K | 0.01% | 589 |
|