HC Financial Advisors’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 | $154K | Buy |
2,528
+464
| +22% | +$28.3K | 0.1% | 84 |
|
|
2022
Q1 | $147K | Hold |
2,064
| – | – | 0.09% | 89 |
|
|
2021
Q4 | $157K | Hold |
2,064
| – | – | 0.09% | 91 |
|
|
2021
Q3 | $135K | Hold |
2,064
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $135K | Hold |
2,064
| – | – | 0.08% | 95 |
|
|
2021
Q1 | $119K | Hold |
2,064
| – | – | 0.07% | 94 |
|
|
2020
Q4 | $111K | Hold |
2,064
| – | – | 0.07% | 99 |
|
|
2020
Q3 | $105K | Hold |
2,064
| – | – | 0.08% | 88 |
|
|
2020
Q2 | $104K | Hold |
2,064
| – | – | 0.08% | 82 |
|
|
2020
Q1 | $95K | Buy |
+2,064
| New | +$95K | 0.08% | 86 |
|