55I LLC’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$696K Buy
2022
Q2
$745K Buy
2022
Q1
$866K Buy
2021
Q4
$860K Buy
2021
Q3
$740K Buy
2021
Q2
$729K Hold
2021
Q1
$655K Sell
2020
Q4
$653K Sell
2020
Q3
$675K Sell
2020
Q2
$1.24M Buy