Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $453K | Buy |
22,175
+147
| +0.7% | +$3K | 0.3% | 14 |
|
|
2022
Q1 | $543K | Sell |
22,028
-690
| -3% | -$17K | 0.3% | 13 |
|
|
2021
Q4 | $583K | Sell |
22,718
-1,741
| -7% | -$44.7K | 0.3% | 13 |
|
|
2021
Q3 | $541K | Buy |
24,459
+736
| +3% | +$16.3K | 0.3% | 14 |
|
|
2021
Q2 | $520K | Buy |
23,723
+379
| +2% | +$8.31K | 0.29% | 14 |
|
|
2021
Q1 | $457K | Sell |
23,344
-957
| -4% | -$18.7K | 0.27% | 14 |
|
|
2020
Q4 | $437K | Sell |
24,301
-60,951
| -71% | -$1.1M | 0.26% | 16 |
|
|
2020
Q3 | $688K | Sell |
85,252
-6,240
| -7% | -$50.4K | 0.46% | 13 |
|
|
2020
Q2 | $729K | Sell |
91,492
-4,492
| -5% | -$35.8K | 0.52% | 13 |
|
|
2020
Q1 | $684K | Buy |
95,984
+470
| +0.5% | +$3.35K | 0.61% | 14 |
|
|
2019
Q4 | $938K | Buy |
95,514
+2,848
| +3% | +$28K | 0.63% | 12 |
|
|
2019
Q3 | $917K | Sell |
92,666
-2,604
| -3% | -$25.8K | 0.68% | 12 |
|
|
2019
Q2 | $877K | Buy |
+95,270
| New | +$877K | 0.65% | 12 |
|