Midwest Professional Planners Ltd (MPPL)’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
Q1 | – | Sell |
-41,793
| Closed | -$2.52M | – | 158 |
|
|
2024
Q4 | $2.52M | Buy |
41,793
+1,343
| +3% | +$80.9K | 0.75% | 42 |
|
|
2024
Q3 | $2.67M | Buy |
+40,450
| New | +$2.67M | 0.82% | 37 |
|
|
2022
Q1 | – | Sell |
-36,692
| Closed | -$2.79M | – | 122 |
|
|
2021
Q4 | $2.79M | Buy |
36,692
+9,434
| +35% | +$718K | 1.36% | 18 |
|
|
2021
Q3 | $1.78M | Buy |
+27,258
| New | +$1.78M | 0.95% | 27 |
|
|
2019
Q4 | – | Sell |
-9,828
| Closed | -$590K | – | 97 |
|
|
2019
Q3 | $590K | Buy |
9,828
+450
| +5% | +$27K | 0.53% | 44 |
|
|
2019
Q2 | $528K | Sell |
9,378
-35,744
| -79% | -$2.01M | 0.49% | 50 |
|
|
2019
Q1 | $2.51M | Buy |
45,122
+29,472
| +188% | +$1.64M | 2.42% | 14 |
|
|
2018
Q4 | $749K | Sell |
15,650
-29,872
| -66% | -$1.43M | 0.81% | 35 |
|
|
2018
Q3 | $2.28M | Buy |
45,522
+44,202
| +3,349% | +$2.21M | 2.09% | 15 |
|
|
2018
Q2 | $66K | Hold |
1,320
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $62K | Sell |
1,320
-150
| -10% | -$7.05K | 0.06% | 136 |
|
|
2017
Q4 | $74K | Buy |
+1,470
| New | +$74K | 0.07% | 130 |
|