Northwest 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
Q4
Sell
-1,285
Closed -$84.7K 300
2024
Q3
$84.7K Buy
+1,285
New +$84.7K 0.07% 171
2024
Q1
Sell
-844
Closed -$49.6K 279
2023
Q4
$49.6K Buy
+844
New +$49.6K 0.04% 208