Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-250
| Closed | -$16K | – | 403 |
|
|
2021
Q3 | $16K | Sell |
250
-151
| -38% | -$9.66K | 0.01% | 391 |
|
|
2021
Q2 | $26K | Hold |
401
| – | – | 0.01% | 318 |
|
|
2021
Q1 | $23K | Sell |
401
-391
| -49% | -$22.4K | 0.01% | 347 |
|
|
2020
Q4 | $43K | Sell |
792
-130
| -14% | -$7.06K | 0.03% | 236 |
|
|
2020
Q3 | $47K | Buy |
922
+6
| +0.7% | +$306 | 0.04% | 207 |
|
|
2020
Q2 | $46K | Buy |
+916
| New | +$46K | 0.04% | 215 |
|