M&R Capital 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
Q1 | – | Sell |
-166
| Closed | -$9.75K | – | 591 |
|
2023
Q4 | $9.75K | Hold |
166
| – | – | ﹤0.01% | 401 |
|
2023
Q3 | $8.33K | Hold |
166
| – | – | ﹤0.01% | 404 |
|
2023
Q2 | $9.22K | Hold |
166
| – | – | ﹤0.01% | 394 |
|
2023
Q1 | $9.22K | Sell |
166
-70
| -30% | -$3.89K | ﹤0.01% | 384 |
|
2022
Q4 | $12.9K | Buy |
+236
| New | +$12.9K | ﹤0.01% | 335 |
|