HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40
| Closed | -$2K | – | 201 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 259 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 236 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 241 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 232 |
|
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 230 |
|