Bridge Advisory’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
Q4 | – | Sell |
-19,198
| Closed | -$963K | – | 128 |
|
|
2023
Q3 | $963K | Buy |
+19,198
| New | +$963K | 0.34% | 67 |
|
|
2022
Q4 | – | Sell |
-4,085
| Closed | -$219K | – | 131 |
|
|
2022
Q3 | $219K | Sell |
4,085
-3,173
| -44% | -$170K | 0.11% | 108 |
|
|
2022
Q2 | $441K | Buy |
7,258
+2,094
| +41% | +$127K | 0.21% | 71 |
|
|
2022
Q1 | $367K | Buy |
5,164
+843
| +20% | +$59.9K | 0.16% | 75 |
|
|
2021
Q4 | $329K | Buy |
+4,321
| New | +$329K | 0.15% | 82 |
|