WR Wealth Planners’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
Q4 | $12.1K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $13.2K | Hold |
200
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $11.5K | Buy |
+200
| New | +$11.5K | ﹤0.01% | 570 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$10K | – | 496 |
|
|
2023
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $11.1K | Hold |
200
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $11.1K | Hold |
200
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $11K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $10.7K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $12.2K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $14.2K | Buy |
+200
| New | +$14.2K | 0.01% | 265 |
|