Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $352K | Sell |
6,340
-472
| -7% | -$26.2K | 0.1% | 81 |
|
|
2023
Q1 | $378K | Sell |
6,812
-960
| -12% | -$53.3K | 0.12% | 56 |
|
|
2022
Q4 | $426K | Sell |
7,772
-1,109
| -12% | -$60.8K | 0.17% | 47 |
|
|
2022
Q3 | $477K | Sell |
8,881
-194
| -2% | -$10.4K | 0.22% | 45 |
|
|
2022
Q2 | $551K | Sell |
9,075
-101
| -1% | -$6.13K | 0.24% | 44 |
|
|
2022
Q1 | $652K | Buy |
9,176
+3
| +0% | +$213 | 0.27% | 37 |
|
|
2021
Q4 | $698K | Buy |
9,173
+2,348
| +34% | +$179K | 0.28% | 36 |
|
|
2021
Q3 | $446K | Sell |
6,825
-33,962
| -83% | -$2.22M | 0.21% | 39 |
|
|
2021
Q2 | $2.67M | Buy |
40,787
+12,911
| +46% | +$844K | 0.6% | 41 |
|
|
2021
Q1 | $1.61M | Buy |
27,876
+26,380
| +1,763% | +$1.52M | 0.39% | 63 |
|
|
2020
Q4 | $81K | Buy |
+1,496
| New | +$81K | 0.02% | 143 |
|