Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-122
| Closed | -$8K | – | 215 |
|
|
2021
Q2 | $8K | Buy |
+122
| New | +$8K | ﹤0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-1,272
| Closed | -$74K | – | 297 |
|
|
2019
Q4 | $74K | Hold |
1,272
| – | – | 0.03% | 123 |
|
|
2019
Q3 | $76K | Hold |
1,272
| – | – | 0.04% | 124 |
|
|
2019
Q2 | $72K | Buy |
+1,272
| New | +$72K | 0.03% | 110 |
|