Semmax Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-102
| Closed | -$7K | – | 280 |
|
2022
Q1 | $7K | Hold |
102
| – | – | ﹤0.01% | 199 |
|
2021
Q4 | $8K | Buy |
102
+1
| +1% | +$78 | ﹤0.01% | 187 |
|
2021
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 185 |
|
2021
Q2 | $7K | Buy |
101
+1
| +1% | +$69 | ﹤0.01% | 184 |
|
2021
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 202 |
|
2020
Q3 | – | Sell |
-94
| Closed | -$5K | – | 262 |
|
2020
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 189 |
|
2020
Q1 | $4K | Hold |
94
| – | – | ﹤0.01% | 194 |
|
2019
Q4 | $5K | Hold |
94
| – | – | ﹤0.01% | 210 |
|
2019
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 205 |
|
2019
Q2 | $5K | Sell |
94
-116
| -55% | -$6.17K | ﹤0.01% | 220 |
|
2019
Q1 | $12K | Hold |
210
| – | – | 0.01% | 310 |
|
2018
Q4 | $10K | Buy |
+210
| New | +$10K | 0.01% | 318 |
|