AFG
Albion Financial Group’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-56
| Closed | -$3.24K | – | 618 |
|
|
2025
Q1 | $3.24K | Sell |
56
-18,812
| -100% | -$1.09M | ﹤0.01% | 451 |
|
|
2024
Q4 | $1.08M | Buy |
18,868
+18,701
| +11,198% | +$1.07M | 0.07% | 112 |
|
|
2024
Q3 | $10.3K | Buy |
+167
| New | +$10.3K | ﹤0.01% | 332 |
|
|
2024
Q2 | – | Sell |
-310
| Closed | -$16.7K | – | 533 |
|
|
2024
Q1 | $16.7K | Sell |
310
-15,039
| -98% | -$809K | ﹤0.01% | 288 |
|
|
2023
Q4 | $833K | Buy |
15,349
+11,949
| +351% | +$649K | 0.07% | 119 |
|
|
2023
Q3 | $160K | Sell |
3,400
-4,675
| -58% | -$221K | 0.01% | 172 |
|
|
2023
Q2 | $415K | Buy |
+8,075
| New | +$415K | 0.04% | 142 |
|