Concord Wealth 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
Q2 | $4.4K | Hold |
72
| – | – | ﹤0.01% | 647 |
|
|
2025
Q1 | $4.43K | Hold |
72
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $4.34K | Hold |
72
| – | – | ﹤0.01% | 621 |
|
|
2024
Q3 | $4.75K | Hold |
72
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $4.13K | Hold |
72
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $4.15K | Hold |
72
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $4.23K | Hold |
72
| – | – | ﹤0.01% | 654 |
|
|
2023
Q3 | $3.61K | Hold |
72
| – | – | ﹤0.01% | 771 |
|
|
2023
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 708 |
|
|
2022
Q4 | $3.95K | Buy |
+72
| New | +$3.95K | ﹤0.01% | 815 |
|
|
2022
Q3 | – | Sell |
-72
| Closed | -$4K | – | 598 |
|
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 872 |
|
|
2022
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 905 |
|
|
2021
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 945 |
|
|
2021
Q3 | – | Sell |
-72
| Closed | -$5K | – | 958 |
|
|
2021
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 733 |
|
|
2021
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 717 |
|