Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-832
| Closed | -$50.6K | – | 117 |
|
|
2022
Q2 | $50.6K | Hold |
832
| – | – | 0.03% | 84 |
|
|
2022
Q1 | $59.1K | Sell |
832
-150
| -15% | -$10.7K | 0.03% | 82 |
|
|
2021
Q4 | $74.7K | Hold |
982
| – | – | 0.04% | 75 |
|
|
2021
Q3 | $64.2K | Sell |
982
-350
| -26% | -$22.9K | 0.04% | 80 |
|
|
2021
Q2 | $87K | Hold |
1,332
| – | – | 0.05% | 73 |
|
|
2021
Q1 | $77K | Hold |
1,332
| – | – | 0.05% | 76 |
|
|
2020
Q4 | $71.8K | Hold |
1,332
| – | – | 0.06% | 71 |
|
|
2020
Q3 | $67.9K | Buy |
+1,332
| New | +$67.9K | 0.06% | 71 |
|