CWM
C2C Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,500
| Closed | -$515K | – | 152 |
|
|
2023
Q3 | $515K | Hold |
10,500
| – | – | 0.07% | 143 |
|
|
2023
Q2 | $595K | Hold |
10,500
| – | – | 0.08% | 132 |
|
|
2023
Q1 | $581K | Hold |
10,500
| – | – | 0.09% | 130 |
|
|
2022
Q4 | $606K | Hold |
10,500
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $581K | Hold |
10,500
| – | – | 0.11% | 92 |
|
|
2022
Q2 | $649K | Hold |
10,500
| – | – | 0.12% | 88 |
|
|
2022
Q1 | $771K | Sell |
10,500
-2,600
| -20% | -$191K | 0.13% | 89 |
|
|
2021
Q4 | $997K | Buy |
+13,100
| New | +$997K | 0.14% | 80 |
|