Castleview Partners’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
Q1 | – | Sell |
-1,631
| Closed | -$97.3K | – | 348 |
|
|
2024
Q4 | $97.3K | Buy |
1,631
+13
| +0.8% | +$775 | 0.05% | 257 |
|
|
2024
Q3 | $107K | Sell |
1,618
-41
| -2% | -$2.7K | 0.06% | 222 |
|
|
2024
Q2 | $95K | Buy |
1,659
+7
| +0.4% | +$401 | 0.05% | 244 |
|
|
2024
Q1 | $95.3K | Buy |
1,652
+7
| +0.4% | +$404 | 0.05% | 259 |
|
|
2023
Q4 | $96.6K | Buy |
+1,645
| New | +$96.6K | 0.07% | 210 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$310 | – | 703 |
|
|
2023
Q1 | $310 | Sell |
5
-1
| -17% | -$62 | ﹤0.01% | 651 |
|
|
2022
Q4 | $307 | Hold |
6
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $0 | Sell |
6
-2,873
| -100% | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $488K | Buy |
2,879
+2,874
| +57,480% | +$487K | 0.39% | 55 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $107K | Buy |
+1,642
| New | +$107K | 0.05% | 276 |
|