Dynamic Advisor Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,683
| Closed | -$224K | – | 711 |
|
|
2022
Q2 | $224K | Buy |
+3,683
| New | +$224K | 0.02% | 618 |
|
|
2022
Q1 | – | Sell |
-6,171
| Closed | -$470K | – | 746 |
|
|
2021
Q4 | $470K | Buy |
6,171
+447
| +8% | +$34K | 0.03% | 446 |
|
|
2021
Q3 | $374K | Buy |
5,724
+2,049
| +56% | +$134K | 0.03% | 509 |
|
|
2021
Q2 | $240K | Buy |
+3,675
| New | +$240K | 0.02% | 616 |
|