Heritage Wealth Management (Arizona)’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
Q4 | $5.7K | Buy |
104
+52
| +100% | +$2.85K | ﹤0.01% | 864 |
|
|
2022
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 824 |
|
|
2022
Q2 | $3.16K | Sell |
52
-164
| -76% | -$9.97K | ﹤0.01% | 829 |
|
|
2022
Q1 | $15K | Buy |
+216
| New | +$15K | ﹤0.01% | 649 |
|
|
2021
Q3 | $83K | Sell |
1,268
-1,569
| -55% | -$103K | 0.03% | 375 |
|
|
2021
Q2 | $185K | Sell |
2,837
-1,190
| -30% | -$77.6K | 0.07% | 237 |
|
|
2021
Q1 | $233K | Buy |
+4,027
| New | +$233K | 0.13% | 143 |
|