SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,342
| Closed | -$201K | – | 680 |
|
|
2024
Q4 | $201K | Buy |
+3,342
| New | +$201K | 0.02% | 620 |
|
|
2022
Q3 | – | Sell |
-906
| Closed | -$55K | – | 1015 |
|
|
2022
Q2 | $55K | Buy |
+906
| New | +$55K | 0.01% | 1076 |
|
|
2020
Q1 | – | Sell |
-4,344
| Closed | -$254K | – | 536 |
|
|
2019
Q4 | $254K | Buy |
4,344
+516
| +13% | +$30.2K | 0.04% | 446 |
|
|
2019
Q3 | $230K | Buy |
+3,828
| New | +$230K | 0.04% | 455 |
|
|
2019
Q2 | – | Sell |
-3,304
| Closed | -$184K | – | 1115 |
|
|
2019
Q1 | $184K | Hold |
3,304
| – | – | 0.03% | 502 |
|
|
2018
Q4 | $158K | Buy |
3,304
+2,184
| +195% | +$104K | 0.03% | 493 |
|
|
2018
Q3 | $56K | Hold |
1,120
| – | – | 0.01% | 949 |
|
|
2018
Q2 | $56K | Sell |
1,120
-232
| -17% | -$11.6K | 0.01% | 935 |
|
|
2018
Q1 | $63K | Hold |
1,352
| – | – | 0.01% | 863 |
|
|
2017
Q4 | $68K | Buy |
+1,352
| New | +$68K | 0.01% | 849 |
|