Windsor Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.64M | Sell |
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2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $1.53M | Buy |
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|
2016
Q3 | $1.6M | Hold |
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|
2016
Q2 | $1.65M | Buy |
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $1.51M | Sell |
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|
2015
Q3 | $2.56M | Buy |
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|
2015
Q2 | $2.48M | Buy |
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|
2015
Q1 | $1.54M | Buy |
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|
2014
Q4 | $1.47M | Buy |
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|
2014
Q3 | $1.28M | Buy |
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|
2014
Q2 | $1.32M | Buy |
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|
2014
Q1 | $1.24M | Buy |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $1.11M | Buy |
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|
2013
Q2 | $1.05M | Buy |
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