Atria Wealth Solutions’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 | $202K | Sell |
3,566
-6,423
| -64% | -$363K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $575K | Sell |
9,989
-412
| -4% | -$23.7K | 0.01% | 1132 |
|
|
2024
Q4 | $596K | Sell |
10,401
-2,953
| -22% | -$169K | 0.01% | 1169 |
|
|
2024
Q3 | $822K | Buy |
13,354
+4,167
| +45% | +$257K | 0.01% | 987 |
|
|
2024
Q2 | $492K | Sell |
9,187
-5,219
| -36% | -$280K | 0.01% | 1234 |
|
|
2024
Q1 | $775K | Buy |
14,406
+2,385
| +20% | +$128K | 0.01% | 1026 |
|
|
2023
Q4 | $653K | Buy |
12,021
+7,441
| +162% | +$404K | 0.01% | 1065 |
|
|
2023
Q3 | $219K | Sell |
4,580
-14,518
| -76% | -$694K | ﹤0.01% | 1628 |
|
|
2023
Q2 | $982K | Sell |
19,098
-588
| -3% | -$30.2K | 0.01% | 835 |
|
|
2023
Q1 | $992K | Buy |
19,686
+1,322
| +7% | +$66.6K | 0.01% | 799 |
|
|
2022
Q4 | $908K | Buy |
18,364
+5,753
| +46% | +$284K | 0.01% | 792 |
|
|
2022
Q3 | $599K | Sell |
12,611
-275
| -2% | -$13.1K | 0.01% | 926 |
|
|
2022
Q2 | $688K | Sell |
12,886
-34,188
| -73% | -$1.83M | 0.01% | 822 |
|
|
2022
Q1 | $3.05M | Buy |
+47,074
| New | +$3.05M | 0.05% | 367 |
|