Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
21,712
+521
| +2% | +$31.9K | 0.05% | 170 |
|
|
2025
Q1 | $1.3M | Sell |
21,191
-2,563
| -11% | -$158K | 0.06% | 163 |
|
|
2024
Q4 | $1.43M | Sell |
23,754
-1,363
| -5% | -$82.1K | 0.06% | 148 |
|
|
2024
Q3 | $1.66M | Sell |
25,117
-1,416
| -5% | -$93.3K | 0.08% | 141 |
|
|
2024
Q2 | $1.52M | Sell |
26,533
-11,756
| -31% | -$674K | 0.06% | 136 |
|
|
2024
Q1 | $2.21M | Sell |
38,289
-5,481
| -13% | -$316K | 0.11% | 101 |
|
|
2023
Q4 | $2.57M | Sell |
43,770
-20,974
| -32% | -$1.23M | 0.16% | 87 |
|
|
2023
Q3 | $3.25M | Sell |
64,744
-38,493
| -37% | -$1.93M | 0.23% | 80 |
|
|
2023
Q2 | $5.74M | Buy |
103,237
+23,939
| +30% | +$1.33M | 0.38% | 58 |
|
|
2023
Q1 | $4.4M | Buy |
79,298
+69,983
| +751% | +$3.89M | 0.24% | 80 |
|
|
2022
Q4 | $511K | Buy |
+9,315
| New | +$511K | 0.03% | 274 |
|
|
2022
Q3 | – | Sell |
-3,333
| Closed | -$203K | – | 440 |
|
|
2022
Q2 | $203K | Hold |
3,333
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $237K | Sell |
3,333
-113
| -3% | -$8.04K | 0.01% | 419 |
|
|
2021
Q4 | $262K | Buy |
+3,446
| New | +$262K | 0.02% | 428 |
|