Vickerman Investment 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 | – | Sell |
-4,792
| Closed | -$266K | – | 68 |
|
|
2023
Q1 | $266K | Sell |
4,792
-23,578
| -83% | -$1.31M | 0.11% | 65 |
|
|
2022
Q4 | $1.56M | Sell |
28,370
-14,525
| -34% | -$797K | 0.71% | 46 |
|
|
2022
Q3 | $2.3M | Buy |
42,895
+2,491
| +6% | +$134K | 1.11% | 37 |
|
|
2022
Q2 | $2.46M | Buy |
40,404
+2,631
| +7% | +$160K | 1.16% | 35 |
|
|
2022
Q1 | $2.49M | Buy |
37,773
+3,372
| +10% | +$222K | 1.1% | 34 |
|
|
2021
Q4 | $2.62M | Sell |
34,401
-1,509
| -4% | -$115K | 1.06% | 31 |
|
|
2021
Q3 | $2.35M | Buy |
+35,910
| New | +$2.35M | 0.94% | 37 |
|