TBWA
Three Bridge Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,822
| Closed | -$323K | – | 94 |
|
|
2023
Q1 | $323K | Hold |
5,822
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $319K | Hold |
5,822
| – | – | 0.17% | 61 |
|
|
2022
Q3 | $312K | Hold |
5,822
| – | – | 0.16% | 65 |
|
|
2022
Q2 | $354K | Hold |
5,822
| – | – | 0.17% | 64 |
|
|
2022
Q1 | $413K | Buy |
+5,822
| New | +$413K | 0.12% | 64 |
|