Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4
$1.7M Buy
31,460
+2,510
+9% +$135K 0.42% 20
2020
Q3
$1.48M Buy
+28,950
New +$1.48M 0.42% 21
2016
Q2
Sell
-1,100
Closed -$56K 426
2016
Q1
$56K Buy
+1,100
New +$56K 0.03% 120