White Knight Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
12,896
-545
| -4% | -$33.3K | 0.67% | 34 |
|
|
2025
Q1 | $827K | Sell |
13,441
-13,895
| -51% | -$855K | 0.76% | 30 |
|
|
2024
Q4 | $1.65M | Buy |
27,336
+13,421
| +96% | +$809K | 0.69% | 32 |
|
|
2024
Q3 | $917K | Sell |
13,915
-1
| -0% | -$66 | 0.83% | 28 |
|
|
2024
Q2 | $797K | Sell |
13,916
-334
| -2% | -$19.1K | 0.8% | 30 |
|
|
2024
Q1 | $822K | Buy |
14,250
+13
| +0.1% | +$750 | 0.85% | 26 |
|
|
2023
Q4 | $836K | Buy |
14,237
+2,317
| +19% | +$136K | 0.96% | 25 |
|
|
2023
Q3 | $598K | Sell |
11,920
-284
| -2% | -$14.2K | 0.79% | 31 |
|
|
2023
Q2 | $678K | Buy |
12,204
+694
| +6% | +$38.6K | 0.79% | 31 |
|
|
2023
Q1 | $639K | Buy |
11,510
+482
| +4% | +$26.8K | 0.8% | 31 |
|
|
2022
Q4 | $605K | Buy |
11,028
+1,201
| +12% | +$65.9K | 0.83% | 31 |
|
|
2022
Q3 | $527K | Buy |
9,827
+272
| +3% | +$14.6K | 0.75% | 32 |
|
|
2022
Q2 | $581K | Buy |
9,555
+1,027
| +12% | +$62.4K | 0.8% | 31 |
|
|
2022
Q1 | $606K | Buy |
8,528
+1,509
| +21% | +$107K | 0.66% | 35 |
|
|
2021
Q4 | $534K | Buy |
+7,019
| New | +$534K | 0.56% | 42 |
|