Marshall Financial Group (Maryland)’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
Q1 | – | Sell |
-2,643
| Closed | -$201K | – | 213 |
|
|
2021
Q4 | $201K | Sell |
2,643
-8,446
| -76% | -$642K | 0.07% | 207 |
|
|
2021
Q3 | $725K | Buy |
11,089
+154
| +1% | +$10.1K | 0.37% | 97 |
|
|
2021
Q2 | $715K | Buy |
10,935
+722
| +7% | +$47.2K | 0.39% | 85 |
|
|
2021
Q1 | $590K | Buy |
10,213
+253
| +3% | +$14.6K | 0.35% | 92 |
|
|
2020
Q4 | $537K | Buy |
+9,960
| New | +$537K | 0.35% | 88 |
|