Alpha Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+6,687
| New | +$378K | 0.27% | 55 |
|
|
2023
Q4 | – | Sell |
-11,719
| Closed | -$553K | – | 93 |
|
|
2023
Q3 | $553K | Sell |
11,719
-640
| -5% | -$30.2K | 0.64% | 30 |
|
|
2023
Q2 | $635K | Sell |
12,359
-4,792
| -28% | -$246K | 0.68% | 29 |
|
|
2023
Q1 | $864K | Sell |
17,151
-3,817
| -18% | -$192K | 0.97% | 20 |
|
|
2022
Q4 | $1.04M | Buy |
+20,968
| New | +$1.04M | 1.26% | 17 |
|