Atria Investments’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
Q1 | – | Sell |
-11,683
| Closed | -$638K | – | 1162 |
|
|
2019
Q4 | $638K | Sell |
11,683
-63,771
| -85% | -$3.48M | 0.02% | 698 |
|
|
2019
Q3 | $4.19M | Buy |
75,454
+64,450
| +586% | +$3.58M | 0.15% | 134 |
|
|
2019
Q2 | $585K | Buy |
11,004
+916
| +9% | +$48.7K | 0.02% | 540 |
|
|
2019
Q1 | $522K | Sell |
10,088
-3,773
| -27% | -$195K | 0.02% | 520 |
|
|
2018
Q4 | $622K | Buy |
13,861
+1,839
| +15% | +$82.5K | 0.03% | 431 |
|
|
2018
Q3 | $582K | Buy |
12,022
+991
| +9% | +$48K | 0.02% | 549 |
|
|
2018
Q2 | $542K | Buy |
11,031
+576
| +6% | +$28.3K | 0.02% | 542 |
|
|
2018
Q1 | $471K | Buy |
+10,455
| New | +$471K | 0.02% | 526 |
|