Soundmark 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
2021
Q4
Sell
-17,307
Closed -$1.13M 63
2021
Q3
$1.13M Hold
17,307
0.41% 33
2021
Q2
$1.14M Hold
17,307
0.47% 27
2021
Q1
$1M Hold
17,307
0.55% 27
2020
Q4
$932K Buy
+17,307
New +$932K 0.59% 26