Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-31,450
| Closed | -$867K | – | 201 |
|
|
2021
Q1 | $867K | Hold |
31,450
| – | – | 0.08% | 183 |
|
|
2020
Q4 | $854K | Hold |
31,450
| – | – | 0.09% | 177 |
|
|
2020
Q3 | $753K | Hold |
31,450
| – | – | 0.08% | 177 |
|
|
2020
Q2 | $729K | Buy |
31,450
+2,550
| +9% | +$59.1K | 0.09% | 171 |
|
|
2020
Q1 | $625K | Sell |
28,900
-40
| -0.1% | -$865 | 0.09% | 163 |
|
|
2019
Q4 | $874K | Buy |
28,940
+7,000
| +32% | +$211K | 0.1% | 162 |
|
|
2019
Q3 | $669K | Buy |
21,940
+9,000
| +70% | +$274K | 0.09% | 189 |
|
|
2019
Q2 | $386K | Hold |
12,940
| – | – | 0.05% | 252 |
|
|
2019
Q1 | $393K | Hold |
12,940
| – | – | 0.05% | 251 |
|
|
2018
Q4 | $377K | Sell |
12,940
-1,500
| -10% | -$43.7K | 0.05% | 242 |
|
|
2018
Q3 | $414K | Sell |
14,440
-300
| -2% | -$8.6K | 0.05% | 257 |
|
|
2018
Q2 | $430K | Hold |
14,740
| – | – | 0.06% | 255 |
|
|
2018
Q1 | $438K | Hold |
14,740
| – | – | 0.05% | 249 |
|
|
2017
Q4 | $442K | Buy |
+14,740
| New | +$442K | 0.05% | 241 |
|