American Portfolios Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $24.7K | Sell |
521
-3
| -0.6% | -$143 | ﹤0.01% | 2074 |
|
2022
Q2 | $28K | Buy |
524
+7
| +1% | +$374 | ﹤0.01% | 2058 |
|
2022
Q1 | $33.4K | Sell |
517
-17
| -3% | -$1.1K | ﹤0.01% | 2090 |
|
2021
Q4 | $36.1K | Buy |
534
+460
| +622% | +$31.1K | ﹤0.01% | 2026 |
|
2021
Q3 | $4.34K | Buy |
74
+54
| +270% | +$3.17K | ﹤0.01% | 2907 |
|
2021
Q2 | $1.17K | Buy |
+20
| New | +$1.17K | ﹤0.01% | 3229 |
|
2021
Q1 | – | Sell |
-160
| Closed | -$7.75K | – | 3317 |
|
2020
Q4 | $7.75K | Hold |
160
| – | – | ﹤0.01% | 2226 |
|
2020
Q3 | $7K | Hold |
160
| – | – | ﹤0.01% | 2136 |
|
2020
Q2 | $6.96K | Hold |
160
| – | – | ﹤0.01% | 2094 |
|
2020
Q1 | $6.27K | Hold |
160
| – | – | ﹤0.01% | 2005 |
|
2019
Q4 | $8.73K | Buy |
+160
| New | +$8.73K | ﹤0.01% | 2050 |
|
2019
Q2 | – | Sell |
-106
| Closed | -$5.48K | – | 2790 |
|
2019
Q1 | $5.48K | Buy |
+106
| New | +$5.48K | ﹤0.01% | 2061 |
|