South Shore Capital 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
Q3 | $291K | Hold |
5,424
| – | – | 0.68% | 49 |
|
|
2022
Q2 | $330K | Buy |
5,424
+6
| +0.1% | +$365 | 0.69% | 47 |
|
|
2022
Q1 | $385K | Sell |
5,418
-1,231
| -19% | -$87.5K | 0.63% | 52 |
|
|
2021
Q4 | $506K | Buy |
6,649
+1,803
| +37% | +$137K | 0.83% | 41 |
|
|
2021
Q3 | $317K | Sell |
4,846
-2,706
| -36% | -$177K | 0.57% | 61 |
|
|
2021
Q2 | $494K | Buy |
7,552
+2,859
| +61% | +$187K | 0.87% | 38 |
|
|
2021
Q1 | $271K | Buy |
+4,693
| New | +$271K | 0.27% | 97 |
|