Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.3M | Buy |
+244,521
| New | +$12.3M | 0.09% | 145 |
|
|
2014
Q2 | – | Sell |
-110
| Closed | -$4K | – | 154 |
|
|
2014
Q1 | $4K | Hold |
110
| – | – | 0.01% | 134 |
|
|
2013
Q4 | $4K | Hold |
110
| – | – | 0.01% | 165 |
|
|
2013
Q3 | $4K | Hold |
110
| – | – | 0.02% | 232 |
|
|
2013
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 295 |
|