KFG Wealth Management’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
Q2
Sell
-87,761
Closed -$5.06M 161
2024
Q1
$5.06M Sell
87,761
-9,990
-10% -$576K 2.08% 8
2023
Q4
$5.74M Buy
+97,751
New +$5.74M 2.62% 8