Corepath 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $502K | Hold |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $380K | Buy |
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