TA
Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,936
| Closed | -$319K | – | 245 |
|
|
2022
Q3 | $319K | Hold |
5,936
| – | – | 0.02% | 182 |
|
|
2022
Q2 | $361K | Hold |
5,936
| – | – | 0.03% | 173 |
|
|
2022
Q1 | $422K | Sell |
5,936
-1,252
| -17% | -$89K | 0.02% | 200 |
|
|
2021
Q4 | $548K | Hold |
7,188
| – | – | 0.03% | 184 |
|
|
2021
Q3 | $470K | Sell |
7,188
-4,900
| -41% | -$320K | 0.03% | 196 |
|
|
2021
Q2 | $791K | Buy |
12,088
+1,252
| +12% | +$81.9K | 0.03% | 190 |
|
|
2021
Q1 | $626K | Buy |
10,836
+5,936
| +121% | +$343K | 0.03% | 196 |
|
|
2020
Q4 | $265K | Buy |
4,900
+2,450
| +100% | +$133K | 0.01% | 271 |
|
|
2020
Q3 | $251K | Hold |
2,450
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $248K | Hold |
2,450
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $224K | Sell |
2,450
-29
| -1% | -$2.65K | 0.01% | 265 |
|
|
2019
Q4 | $290K | Sell |
2,479
-42
| -2% | -$4.91K | 0.01% | 249 |
|
|
2019
Q3 | $303K | Buy |
+2,521
| New | +$303K | 0.01% | 257 |
|