3IP
USRT icon

3Chopt Investment Partners’s iShares Core US REIT ETF USRT Stock Holding History

3Chopt Investment Partners’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43,808
Closed -$2.25M – 132
2023
Q2 		$2.25M Sell
43,808
-418
-0.9% -$20.9K 1.13% 24
2023
Q1 		$2.23M Buy
44,226
+5,194
+13% +$269K 1.19% 25
2022
Q4 		$1.93M Buy
+39,032
New +$1.93M 1.05% 32

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