Ancora 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.66K | Sell |
100
-97
| -49% | -$5.49K | ﹤0.01% | 1456 |
|
2025
Q1 | $11.3K | Buy |
197
+97
| +97% | +$5.59K | ﹤0.01% | 1283 |
|
2024
Q4 | $5.73K | Hold |
100
| – | – | ﹤0.01% | 1418 |
|
2024
Q3 | $6.16K | Hold |
100
| – | – | ﹤0.01% | 1379 |
|
2024
Q2 | $5.36K | Hold |
100
| – | – | ﹤0.01% | 1391 |
|
2024
Q1 | $5.38K | Hold |
100
| – | – | ﹤0.01% | 1385 |
|
2023
Q4 | $5.43K | Hold |
100
| – | – | ﹤0.01% | 1342 |
|
2023
Q3 | $4.72K | Hold |
100
| – | – | ﹤0.01% | 1362 |
|
2023
Q2 | $5.14K | Hold |
100
| – | – | ﹤0.01% | 1347 |
|
2023
Q1 | $5.04K | Hold |
100
| – | – | ﹤0.01% | 1365 |
|
2022
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1445 |
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1613 |
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1720 |
|
2022
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 1876 |
|
2021
Q4 | – | Sell |
-167
| Closed | -$10K | – | 2427 |
|
2021
Q3 | $10K | Buy |
+167
| New | +$10K | ﹤0.01% | 1663 |
|