Aspire Wealth Management’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 |
-574
| Closed | -$31.9K | – | 187 |
|
|
2023
Q2 | $31.9K | Hold |
574
| – | – | 0.02% | 136 |
|
|
2023
Q1 | $31.9K | Hold |
574
| – | – | 0.03% | 130 |
|
|
2022
Q4 | $31.5K | Hold |
574
| – | – | 0.03% | 127 |
|
|
2022
Q3 | $31K | Hold |
574
| – | – | 0.03% | 123 |
|
|
2022
Q2 | $35K | Hold |
574
| – | – | 0.03% | 127 |
|
|
2022
Q1 | $41K | Hold |
574
| – | – | 0.03% | 126 |
|
|
2021
Q4 | $44K | Buy |
+574
| New | +$44K | 0.04% | 126 |
|