Anchor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,058
| Closed | -$316K | – | 257 |
|
|
2020
Q1 | $316K | Sell |
8,058
-310
| -4% | -$12.2K | 0.01% | 215 |
|
|
2019
Q4 | $457K | Sell |
8,368
-95
| -1% | -$5.19K | 0.01% | 210 |
|
|
2019
Q3 | $470K | Buy |
8,463
+1,375
| +19% | +$76.4K | 0.02% | 210 |
|
|
2019
Q2 | $369K | Sell |
7,088
-135
| -2% | -$7.03K | 0.01% | 220 |
|
|
2019
Q1 | $374 | Sell |
7,223
-27,555
| -79% | -$1.43K | 0.01% | 212 |
|
|
2018
Q4 | $1.56M | Buy |
+34,778
| New | +$1.56M | 0.06% | 134 |
|