Mascoma 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2K | Buy |
+200
| New | +$12.2K | ﹤0.01% | 303 |
|
2017
Q4 | – | Sell |
-28
| Closed | -$1K | – | 392 |
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 384 |
|
2017
Q2 | $1K | Sell |
28
-370
| -93% | -$13.2K | ﹤0.01% | 391 |
|
2017
Q1 | $20K | Hold |
398
| – | – | 0.01% | 215 |
|
2016
Q4 | $20K | Buy |
+398
| New | +$20K | 0.01% | 212 |
|