Concord Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.44K | Hold |
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|
2025
Q2 | $4.4K | Hold |
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2025
Q1 | $4.43K | Hold |
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|
2024
Q4 | $4.34K | Hold |
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|
2024
Q3 | $4.75K | Hold |
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|
2024
Q2 | $4.13K | Hold |
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|
2024
Q1 | $4.15K | Hold |
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|
2023
Q4 | $4.23K | Hold |
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|
2023
Q3 | $3.61K | Hold |
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|
2023
Q2 | $4K | Hold |
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|
2023
Q1 | $4K | Hold |
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|
2022
Q4 | $3.95K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $4K | Buy |
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