WFG Advisors’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
Q2 | $44K | Buy |
864
+28
| +3% | +$1.43K | 0.01% | 728 |
|
|
2017
Q1 | $42K | Buy |
836
+4
| +0.5% | +$201 | 0.01% | 704 |
|
|
2016
Q4 | $41K | Sell |
832
-96
| -10% | -$4.73K | 0.01% | 754 |
|
|
2016
Q3 | $49K | Buy |
928
+4
| +0.4% | +$211 | 0.01% | 715 |
|
|
2016
Q2 | $50K | Sell |
924
-124
| -12% | -$6.71K | 0.01% | 685 |
|
|
2016
Q1 | $54K | Sell |
1,048
-62
| -6% | -$3.2K | 0.02% | 642 |
|
|
2015
Q4 | $55K | Buy |
1,110
+8
| +0.7% | +$396 | 0.02% | 640 |
|
|
2015
Q3 | $51K | Hold |
1,102
| – | – | 0.02% | 632 |
|
|
2015
Q2 | $49K | Buy |
1,102
+4
| +0.4% | +$178 | 0.01% | 734 |
|
|
2015
Q1 | $55K | Sell |
1,098
-292
| -21% | -$14.6K | 0.02% | 698 |
|
|
2014
Q4 | $67K | Buy |
1,390
+4
| +0.3% | +$193 | 0.01% | 776 |
|
|
2014
Q3 | $59K | Buy |
1,386
+10
| +0.7% | +$426 | 0.01% | 863 |
|
|
2014
Q2 | $60K | Hold |
1,376
| – | – | 0.01% | 838 |
|
|
2014
Q1 | $57K | Sell |
1,376
-74
| -5% | -$3.07K | 0.01% | 859 |
|
|
2013
Q4 | $54K | Buy |
1,450
+268
| +23% | +$9.98K | 0.01% | 970 |
|
|
2013
Q3 | $45K | Sell |
1,182
-2,022
| -63% | -$77K | 0.01% | 971 |
|
|
2013
Q2 | $129K | Buy |
+3,204
| New | +$129K | 0.02% | 582 |
|