Heritage 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
2023
Q4
Sell
-126
Closed -$6.32K 579
2023
Q3
$6.32K Sell
126
-250
-66% -$12.5K ﹤0.01% 432
2023
Q2
$20.9K Hold
376
﹤0.01% 398
2023
Q1
$20.9K Buy
376
+250
+198% +$13.9K ﹤0.01% 398
2022
Q4
$6.91K Buy
+126
New +$6.91K ﹤0.01% 469