Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-278
| Closed | -$15.9K | – | 566 |
|
|
2024
Q2 | $15.9K | Hold |
278
| – | – | 0.01% | 552 |
|
|
2024
Q1 | $16K | Hold |
278
| – | – | 0.01% | 546 |
|
|
2023
Q4 | $16.3K | Buy |
278
+138
| +99% | +$8.11K | 0.01% | 535 |
|
|
2023
Q3 | $7K | Sell |
140
-442
| -76% | -$22.1K | ﹤0.01% | 657 |
|
|
2023
Q2 | $32K | Buy |
+582
| New | +$32K | 0.02% | 406 |
|
|
2022
Q4 | $32K | Hold |
582
| – | – | 0.02% | 377 |
|
|
2022
Q3 | $31K | Hold |
582
| – | – | 0.02% | 362 |
|
|
2022
Q2 | $35K | Hold |
582
| – | – | 0.02% | 367 |
|
|
2022
Q1 | $41K | Hold |
582
| – | – | 0.02% | 362 |
|
|
2021
Q4 | $44K | Buy |
+582
| New | +$44K | 0.02% | 376 |
|