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