Planned Solutions’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 |
-1,164
| Closed | -$76.7K | – | 349 |
|
|
2024
Q3 | $76.7K | Buy |
+1,164
| New | +$76.7K | 0.03% | 245 |
|
|
2024
Q1 | – | Sell |
-2,174
| Closed | -$128K | – | 295 |
|
|
2023
Q4 | $128K | Buy |
+2,174
| New | +$128K | 0.06% | 151 |
|
|
2022
Q2 | – | Sell |
-3,060
| Closed | -$217K | – | 66 |
|
|
2022
Q1 | $217K | Buy |
3,060
+4
| +0.1% | +$284 | 0.15% | 69 |
|
|
2021
Q4 | $233K | Buy |
+3,056
| New | +$233K | 0.16% | 68 |
|
|
2021
Q1 | – | Sell |
-916
| Closed | -$49K | – | 220 |
|
|
2020
Q4 | $49K | Hold |
916
| – | – | 0.04% | 200 |
|
|
2020
Q3 | $47K | Buy |
+916
| New | +$47K | 0.05% | 160 |
|