Private Ocean’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $396K | Hold |
|
|||||
|
2024
Q1 | $399K | Hold |
|
|||||
|
2023
Q4 | $406K | Sell |
|
|||||
|
2023
Q3 | $377K | Hold |
|
|||||
|
2023
Q2 | $417K | Hold |
|
|||||
|
2023
Q1 | $417K | Hold |
|
|||||
|
2022
Q4 | $412K | Hold |
|
|||||
|
2022
Q3 | $402K | Hold |
|
|||||
|
2022
Q2 | $456K | Sell |
|
|||||
|
2022
Q1 | $560K | Hold |
|
|||||
|
2021
Q4 | $600K | Sell |
|
|||||
|
2021
Q3 | $527K | Hold |
|
|||||
|
2021
Q2 | $526K | Hold |
|
|||||
|
2021
Q1 | $465K | Hold |
|
|||||
|
2020
Q4 | $434K | Hold |
|
|||||
|
2020
Q3 | $411K | Hold |
|
|||||
|
2020
Q2 | $406K | Sell |
|
|||||
|
2020
Q1 | $394K | Hold |
|
|||||
|
2019
Q4 | $504K | Sell |
|
|||||
|
2019
Q3 | $557K | Hold |
|
|||||
|
2019
Q2 | $522K | Sell |
|
|||||
|
2019
Q1 | $521K | Sell |
|
|||||
|
2018
Q4 | $490K | Buy |
|