H&H Retirement Design & 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
Q1 | – | Sell |
-4,201
| Closed | -$276K | – | 60 |
|
|
2021
Q4 | $276K | Sell |
4,201
-42,434
| -91% | -$2.79M | 0.17% | 61 |
|
|
2021
Q3 | $3.07M | Sell |
46,635
-783
| -2% | -$51.5K | 1.89% | 22 |
|
|
2021
Q2 | $3.24M | Sell |
47,418
-2,799
| -6% | -$191K | 1.99% | 22 |
|
|
2021
Q1 | $3.09M | Buy |
+50,217
| New | +$3.09M | 1.86% | 22 |
|
|
2020
Q3 | $2.16M | Buy |
+42,246
| New | +$2.16M | 1.69% | 24 |
|