Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $287K | Sell |
6,070
-240
| -4% | -$11.3K | 0.02% | 187 |
|
|
2015
Q3 | $277K | Sell |
6,310
-1,820
| -22% | -$79.9K | 0.02% | 191 |
|
|
2015
Q2 | $353K | Sell |
8,130
-24,867
| -75% | -$1.08M | 0.02% | 167 |
|
|
2015
Q1 | $1.6M | Sell |
32,997
-650
| -2% | -$31.6K | 0.09% | 96 |
|
|
2014
Q4 | $1.59M | Sell |
33,647
-555
| -2% | -$26.2K | 0.09% | 95 |
|
|
2014
Q3 | $1.44M | Buy |
34,202
+970
| +3% | +$41K | 0.08% | 97 |
|
|
2014
Q2 | $1.45M | Buy |
+33,232
| New | +$1.45M | 0.08% | 97 |
|