FormulaFolio Investments’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4,464
| Closed | -$241K | – | 611 |
|
2020
Q4 | $241K | Sell |
4,464
-124
| -3% | -$6.69K | 0.01% | 581 |
|
2020
Q3 | $234K | Buy |
+4,588
| New | +$234K | 0.01% | 282 |
|
2020
Q1 | – | Sell |
-43,298
| Closed | -$2.53M | – | 327 |
|
2019
Q4 | $2.53M | Sell |
43,298
-2,946
| -6% | -$172K | 0.09% | 106 |
|
2019
Q3 | $2.78M | Buy |
+46,244
| New | +$2.78M | 0.11% | 94 |
|