Briggs Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1M | Hold |
19,971
| – | – | 0.57% | 26 |
|
|
2023
Q2 | $1.11M | Sell |
19,971
-4,184
| -17% | -$233K | 0.62% | 24 |
|
|
2023
Q1 | $1.34M | Sell |
24,155
-109
| -0.4% | -$6.05K | 0.8% | 22 |
|
|
2022
Q4 | $1.33M | Buy |
24,264
+2,607
| +12% | +$143K | 0.85% | 24 |
|
|
2022
Q3 | $1.16M | Sell |
21,657
-270
| -1% | -$14.5K | 0.87% | 20 |
|
|
2022
Q2 | $1.33M | Sell |
21,927
-1,082
| -5% | -$65.7K | 0.97% | 19 |
|
|
2022
Q1 | $1.63M | Sell |
23,009
-1,326
| -5% | -$94.2K | 1.08% | 13 |
|
|
2021
Q4 | $1.85M | Buy |
+24,335
| New | +$1.85M | 1.26% | 13 |
|