CMH Wealth Management’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
Q4
Sell
-68,939
Closed -$3.7M 50
2022
Q3
$3.7M Buy
68,939
+2,589
+4% +$139K 1.36% 31
2022
Q2
$4.03M Buy
66,350
+2,693
+4% +$164K 1.46% 25
2022
Q1
$4.52M Buy
63,657
+3,601
+6% +$256K 1.39% 30
2021
Q4
$4.57M Buy
+60,056
New +$4.57M 1.38% 29