CMP
Courage Miller Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
4,440
| – | – | 0.09% | 77 |
|
|
2025
Q1 | $273K | Hold |
4,440
| – | – | 0.09% | 73 |
|
|
2024
Q4 | $268K | Sell |
4,440
-2
| -0% | -$121 | 0.09% | 73 |
|
|
2024
Q3 | $293K | Sell |
4,442
-48
| -1% | -$3.16K | 0.1% | 71 |
|
|
2024
Q2 | $257K | Sell |
4,490
-486
| -10% | -$27.8K | 0.09% | 73 |
|
|
2024
Q1 | $287K | Hold |
4,976
| – | – | 0.1% | 76 |
|
|
2023
Q4 | $292K | Sell |
4,976
-827
| -14% | -$48.6K | 0.11% | 69 |
|
|
2023
Q3 | $291K | Hold |
5,803
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $322K | Hold |
5,803
| – | – | 0.13% | 65 |
|
|
2023
Q1 | $322K | Sell |
5,803
-270
| -4% | -$15K | 0.14% | 66 |
|
|
2022
Q4 | $333K | Sell |
6,073
-486
| -7% | -$26.7K | 0.15% | 61 |
|
|
2022
Q3 | $352K | Hold |
6,559
| – | – | 0.18% | 59 |
|
|
2022
Q2 | $399K | Sell |
6,559
-766
| -10% | -$46.6K | 0.19% | 57 |
|
|
2022
Q1 | $520K | Hold |
7,325
| – | – | 0.21% | 56 |
|
|
2021
Q4 | $557K | Sell |
7,325
-68
| -0.9% | -$5.17K | 0.21% | 59 |
|
|
2021
Q3 | $484K | Sell |
7,393
-4,922
| -40% | -$322K | 0.19% | 61 |
|
|
2021
Q2 | $805K | Sell |
12,315
-110
| -0.9% | -$7.19K | 0.33% | 46 |
|
|
2021
Q1 | $718K | Sell |
12,425
-401
| -3% | -$23.2K | 0.31% | 50 |
|
|
2020
Q4 | $691K | Buy |
12,826
+6,208
| +94% | +$334K | 0.32% | 49 |
|
|
2020
Q3 | $668K | Hold |
6,618
| – | – | 0.36% | 44 |
|
|
2020
Q2 | $667K | Sell |
6,618
-176
| -3% | -$17.7K | 0.36% | 44 |
|
|
2020
Q1 | $622K | Sell |
6,794
-1,947
| -22% | -$178K | 0.38% | 42 |
|
|
2019
Q4 | $1.02M | Sell |
8,741
-86
| -1% | -$10.1K | 0.53% | 37 |
|
|
2019
Q3 | $1.06M | Sell |
8,827
-2,183
| -20% | -$262K | 0.58% | 34 |
|
|
2019
Q2 | $1.24M | Sell |
11,010
-575
| -5% | -$64.8K | 0.68% | 33 |
|
|
2019
Q1 | $1.29M | Sell |
11,585
-127
| -1% | -$14.1K | 0.73% | 35 |
|
|
2018
Q4 | $1.12M | Sell |
11,712
-72
| -0.6% | -$6.89K | 0.66% | 35 |
|
|
2018
Q3 | $1.18M | Sell |
11,784
-706
| -6% | -$70.6K | 0.68% | 39 |
|
|
2018
Q2 | $1.25M | Sell |
12,490
-164
| -1% | -$16.4K | 0.74% | 37 |
|
|
2018
Q1 | $1.18M | Sell |
12,654
-9
| -0.1% | -$839 | 0.72% | 36 |
|
|
2017
Q4 | $1.28M | Sell |
12,663
-1,770
| -12% | -$179K | 0.78% | 35 |
|
|
2017
Q3 | $1.45M | Sell |
14,433
-146
| -1% | -$14.7K | 0.91% | 33 |
|
|
2017
Q2 | $1.47M | Sell |
14,579
-336
| -2% | -$34K | 0.97% | 31 |
|
|
2017
Q1 | $1.49M | Sell |
14,915
-341
| -2% | -$34K | 1.03% | 30 |
|
|
2016
Q4 | $1.52M | Sell |
15,256
-296
| -2% | -$29.5K | 1.06% | 30 |
|
|
2016
Q3 | $1.63M | Sell |
15,552
-172
| -1% | -$18K | 1.13% | 29 |
|
|
2016
Q2 | $1.7M | Sell |
15,724
-5,936
| -27% | -$642K | 1.22% | 28 |
|
|
2016
Q1 | $2.23M | Sell |
21,660
-2,178
| -9% | -$225K | 1.56% | 24 |
|
|
2015
Q4 | $2.37M | Buy |
23,838
+717
| +3% | +$71.2K | 1.63% | 24 |
|
|
2015
Q3 | $2.14M | Sell |
23,121
-244
| -1% | -$22.6K | 1.6% | 26 |
|
|
2015
Q2 | $2.09M | Sell |
23,365
-211
| -0.9% | -$18.9K | 1.56% | 26 |
|
|
2015
Q1 | $2.38M | Sell |
23,576
-2,340
| -9% | -$237K | 1.78% | 25 |
|
|
2014
Q4 | $2.51M | Sell |
25,916
-612
| -2% | -$59.3K | 2.08% | 21 |
|
|
2014
Q3 | $2.24M | Buy |
26,528
+370
| +1% | +$31.3K | 1.74% | 26 |
|
|
2014
Q2 | $2.28M | Sell |
26,158
-518
| -2% | -$45.2K | 1.67% | 27 |
|
|
2014
Q1 | $2.19M | Sell |
26,676
-199
| -0.7% | -$16.4K | 1.72% | 25 |
|
|
2013
Q4 | $2.01M | Sell |
26,875
-2,229
| -8% | -$167K | 1.7% | 25 |
|
|
2013
Q3 | $2.24M | Sell |
29,104
-239
| -0.8% | -$18.4K | 1.84% | 23 |
|
|
2013
Q2 | $2.37M | Buy |
+29,343
| New | +$2.37M | 2.15% | 20 |
|