SW
SVB Wealth’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
Q2 | – | Sell |
-200
| Closed | -$14K | – | 792 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 767 |
|
|
2021
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 967 |
|
|
2021
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 906 |
|
|
2020
Q4 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 842 |
|
|
2020
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 729 |
|
|
2020
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 612 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2019
Q4 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 628 |
|