Acropolis Investment Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,589
| Closed | -$797K | – | 238 |
|
|
2021
Q3 | $797K | Sell |
13,589
-780
| -5% | -$45.7K | 0.09% | 92 |
|
|
2021
Q2 | $838K | Sell |
14,369
-2,405
| -14% | -$140K | 0.08% | 90 |
|
|
2021
Q1 | $879K | Sell |
16,774
-4,760
| -22% | -$249K | 0.09% | 83 |
|
|
2020
Q4 | $1.04M | Sell |
21,534
-980
| -4% | -$47.4K | 0.11% | 74 |
|
|
2020
Q3 | $985K | Sell |
22,514
-7,110
| -24% | -$311K | 0.12% | 69 |
|
|
2020
Q2 | $1.29M | Sell |
29,624
-6,930
| -19% | -$301K | 0.17% | 52 |
|
|
2020
Q1 | $1.43M | Buy |
36,554
+11,199
| +44% | +$439K | 0.22% | 39 |
|
|
2019
Q4 | $1.38M | Sell |
25,355
-2,325
| -8% | -$127K | 0.19% | 49 |
|
|
2019
Q3 | $1.54M | Sell |
27,680
-180
| -0.6% | -$10K | 0.22% | 41 |
|
|
2019
Q2 | $1.45M | Buy |
27,860
+4,185
| +18% | +$218K | 0.22% | 44 |
|
|
2019
Q1 | $1.22M | Sell |
23,675
-825
| -3% | -$42.7K | 0.19% | 49 |
|
|
2018
Q4 | $1.1M | Buy |
24,500
+12,965
| +112% | +$582K | 0.19% | 49 |
|
|
2018
Q3 | $558K | Buy |
11,535
+610
| +6% | +$29.5K | 0.09% | 78 |
|
|
2018
Q2 | $537K | Buy |
10,925
+2,225
| +26% | +$109K | 0.09% | 77 |
|
|
2018
Q1 | $392K | Buy |
+8,700
| New | +$392K | 0.06% | 97 |
|