Advisors Preferred’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,043
| Closed | -$244K | – | 220 |
|
|
2018
Q3 | $244K | Buy |
+5,043
| New | +$244K | 0.11% | 76 |
|
|
2016
Q4 | – | Sell |
-888
| Closed | -$45K | – | 262 |
|
|
2016
Q3 | $45K | Sell |
888
-45
| -5% | -$2.28K | 0.02% | 148 |
|
|
2016
Q2 | $48K | Sell |
933
-459
| -33% | -$23.6K | 0.03% | 92 |
|
|
2016
Q1 | $68K | Sell |
1,392
-290
| -17% | -$14.2K | 0.03% | 80 |
|
|
2015
Q4 | $79K | Buy |
+1,682
| New | +$79K | 0.04% | 74 |
|
|
2015
Q2 | – | Sell |
-658
| Closed | -$31.9K | – | 285 |
|
|
2015
Q1 | $31.9K | Buy |
+658
| New | +$31.9K | 0.02% | 165 |
|
|
2014
Q4 | – | Sell |
-1,782
| Closed | -$75.3K | – | 344 |
|
|
2014
Q3 | $75.3K | Buy |
+1,782
| New | +$75.3K | 0.05% | 107 |
|