Silverlake 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,482
| Closed | -$204K | – | 248 |
|
2023
Q4 | $204K | Buy |
+3,482
| New | +$204K | 0.11% | 212 |
|
2022
Q3 | – | Sell |
-3,402
| Closed | -$207K | – | 209 |
|
2022
Q2 | $207K | Buy |
3,402
+2
| +0.1% | +$122 | 0.13% | 186 |
|
2022
Q1 | $241K | Buy |
3,400
+1
| +0% | +$71 | 0.14% | 179 |
|
2021
Q4 | $259K | Buy |
+3,399
| New | +$259K | 0.14% | 172 |
|