Laurel Wealth Advisors (North Carolina)’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $98K | Buy |
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|
2024
Q4 | $96K | Buy |
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|
2024
Q3 | $105K | Buy |
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|
2024
Q2 | $91.1K | Sell |
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|
2024
Q1 | $191K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $269K | Sell |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $233K | Buy |
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