Apella Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,797
| Closed | -$211K | – | 262 |
|
|
2023
Q2 | $211K | Buy |
+3,797
| New | +$211K | 0.02% | 242 |
|
|
2022
Q4 | $249K | Sell |
4,547
-1,245
| -21% | -$68.3K | 0.02% | 208 |
|
|
2022
Q3 | $311K | Sell |
5,792
-418
| -7% | -$22.4K | 0.04% | 168 |
|
|
2022
Q2 | $377K | Sell |
6,210
-1,637
| -21% | -$99.4K | 0.05% | 167 |
|
|
2022
Q1 | $557K | Sell |
7,847
-763
| -9% | -$54.2K | 0.08% | 124 |
|
|
2021
Q4 | $655K | Sell |
8,610
-10,720
| -55% | -$816K | 0.08% | 113 |
|
|
2021
Q3 | $1.27M | Buy |
+19,330
| New | +$1.27M | 0.18% | 82 |
|