Frontier Wealth Management’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 | – | Sell |
-2,849
| Closed | -$205K | – | 411 |
|
|
2022
Q1 | $205K | Hold |
2,849
| – | – | ﹤0.01% | 373 |
|
|
2021
Q4 | $217K | Buy |
+2,849
| New | +$217K | 0.01% | 383 |
|
|
2021
Q3 | – | Sell |
-3,336
| Closed | -$218K | – | 431 |
|
|
2021
Q2 | $218K | Buy |
+3,336
| New | +$218K | 0.02% | 392 |
|
|
2021
Q1 | – | Sell |
-4,376
| Closed | -$236K | – | 391 |
|
|
2020
Q4 | $236K | Buy |
+4,376
| New | +$236K | 0.02% | 333 |
|