Moneywise Inc’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
Q4 | – | Sell |
-10,183
| Closed | -$546K | – | 49 |
|
|
2022
Q3 | $546K | Sell |
10,183
-5,571
| -35% | -$299K | 0.45% | 28 |
|
|
2022
Q2 | $957K | Sell |
15,754
-2,637
| -14% | -$160K | 0.75% | 24 |
|
|
2022
Q1 | $1.31M | Sell |
18,391
-5,861
| -24% | -$416K | 0.86% | 22 |
|
|
2021
Q4 | $1.85M | Sell |
24,252
-6,037
| -20% | -$459K | 1.19% | 19 |
|
|
2021
Q3 | $1.98M | Buy |
30,289
+1,084
| +4% | +$70.9K | 1.29% | 18 |
|
|
2021
Q2 | $1.91M | Sell |
29,205
-1,672
| -5% | -$109K | 1.3% | 19 |
|
|
2021
Q1 | $1.79M | Sell |
30,877
-3,410
| -10% | -$197K | 1.2% | 18 |
|
|
2020
Q4 | $1.85M | Sell |
34,287
-14,747
| -30% | -$794K | 1.32% | 18 |
|
|
2020
Q3 | $2.5M | Sell |
49,034
-1,844
| -4% | -$94.1K | 1.99% | 17 |
|
|
2020
Q2 | $2.57M | Buy |
50,878
+15,548
| +44% | +$784K | 2.06% | 16 |
|
|
2020
Q1 | $1.62M | Buy |
35,330
+16,570
| +88% | +$759K | 1.42% | 20 |
|
|
2019
Q4 | $1.13M | Buy |
18,760
+9,318
| +99% | +$559K | 0.85% | 20 |
|
|
2019
Q3 | $567K | Buy |
9,442
+1,378
| +17% | +$82.8K | 0.46% | 20 |
|
|
2019
Q2 | $454K | Buy |
+8,064
| New | +$454K | 0.35% | 22 |
|