Mosley 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
2024
Q4
$1.63M Buy
27,111
+2,506
+10% +$150K 1.01% 24
2024
Q3
$1.59M Buy
24,605
+784
+3% +$50.7K 1.09% 20
2024
Q2
$1.36M Buy
23,821
+1,890
+9% +$108K 1.16% 20
2024
Q1
$1.27M Buy
21,931
+53
+0.2% +$3.06K 1.19% 20
2023
Q4
$1.28M Buy
+21,878
New +$1.28M 1.27% 18