U.S. 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
Q1 | – | Sell |
-6,436
| Closed | -$353K | – | 1039 |
|
|
2022
Q4 | $353K | Sell |
6,436
-3,000
| -32% | -$165K | 0.02% | 505 |
|
|
2022
Q3 | $506K | Hold |
9,436
| – | – | 0.03% | 436 |
|
|
2022
Q2 | $573K | Sell |
9,436
-2,000
| -17% | -$121K | 0.03% | 431 |
|
|
2022
Q1 | $812K | Hold |
11,436
| – | – | 0.03% | 430 |
|
|
2021
Q4 | $870K | Hold |
11,436
| – | – | 0.03% | 421 |
|
|
2021
Q3 | $748K | Buy |
+11,436
| New | +$748K | 0.03% | 439 |
|