McClarren Financial Advisors’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
-1,121
Closed -$66K 382
2023
Q4
$66K Buy
1,121
+571
+104% +$33.6K 0.05% 132
2023
Q3
$27K Hold
550
0.02% 187
2023
Q2
$30K Buy
+550
New +$30K 0.02% 188