SWM
Selective Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,327
| Closed | -$71K | – | 390 |
|
|
2022
Q3 | $71K | Sell |
1,327
-228
| -15% | -$12.2K | 0.03% | 254 |
|
|
2022
Q2 | $94K | Sell |
1,555
-71
| -4% | -$4.29K | 0.03% | 226 |
|
|
2022
Q1 | $115K | Sell |
1,626
-575
| -26% | -$40.7K | 0.04% | 192 |
|
|
2021
Q4 | $167K | Buy |
2,201
+1,075
| +95% | +$81.6K | 0.07% | 141 |
|
|
2021
Q3 | $74K | Buy |
+1,126
| New | +$74K | 0.04% | 215 |
|