Highline Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11
| Closed | -$725 | – | 632 |
|
|
2024
Q3 | $725 | Hold |
11
| – | – | ﹤0.01% | 538 |
|
|
2024
Q2 | $630 | Sell |
11
-4
| -27% | -$229 | ﹤0.01% | 474 |
|
|
2024
Q1 | $866 | Hold |
15
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $881 | Hold |
15
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $752 | Buy |
+15
| New | +$752 | ﹤0.01% | 329 |
|