Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1093 |
|
|
2022
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1902 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$9K | – | 1738 |
|
|
2020
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 885 |
|
|
2018
Q2 | – | Sell |
-80
| Closed | -$4K | – | 730 |
|
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 770 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 768 |
|
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 735 |
|
|
2017
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 716 |
|
|
2017
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 665 |
|
|
2016
Q4 | $4K | Buy |
+80
| New | +$4K | 0.01% | 597 |
|