Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$11K | – | 1186 |
|
|
2019
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 1487 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1463 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1517 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1537 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1612 |
|
|
2017
Q4 | $10K | Sell |
200
-64
| -24% | -$3.2K | ﹤0.01% | 1583 |
|
|
2017
Q3 | $13K | Hold |
264
| – | – | ﹤0.01% | 1472 |
|
|
2017
Q2 | $13K | Buy |
264
+64
| +32% | +$3.15K | ﹤0.01% | 1434 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1341 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1222 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1247 |
|
|
2016
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1181 |
|
|
2016
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1182 |
|
|
2015
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1193 |
|