Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $42K | Buy |
|
|||||
|
2020
Q3 | $12K | Hold |
|
|||||
|
2020
Q2 | $12K | Sell |
|
|||||
|
2020
Q1 | $16K | Sell |
|
|||||
|
2019
Q4 | $40K | Buy |
|
|||||
|
2019
Q3 | $40K | Hold |
|
|||||
|
2019
Q2 | $36K | Buy |
|
|||||
|
2019
Q1 | $14K | Hold |
|
|||||
|
2018
Q4 | $12K | Hold |
|
|||||
|
2018
Q3 | $14K | Hold |
|
|||||
|
2018
Q2 | $12K | Hold |
|
|||||
|
2018
Q1 | $10.3K | Sell |
|
|||||
|
2017
Q4 | $38.3K | Sell |
|
|||||
|
2017
Q3 | $47.3K | Sell |
|
|||||
|
2017
Q2 | $115K | Sell |
|
|||||
|
2017
Q1 | $123K | Hold |
|
|||||
|
2016
Q4 | $123K | Sell |
|
|||||
|
2016
Q3 | $144K | Buy |
|
|||||
|
2016
Q2 | $134K | Buy |
|
|||||
|
2016
Q1 | $126K | Sell |
|
|||||
|
2015
Q4 | $121K | Buy |
|
|||||
|
2015
Q3 | $108K | Hold |
|
|||||
|
2015
Q2 | $105K | Sell |
|
|||||
|
2015
Q1 | $120K | Buy |
|
|||||
|
2014
Q4 | $110K | Buy |
|
|||||
|
2014
Q3 | $88K | Sell |
|
|||||
|
2014
Q2 | $94.3K | Buy |
|
|||||
|
2014
Q1 | $83.9K | Sell |
|
|||||
|
2013
Q4 | $84K | Buy |
|