Atria Wealth Solutions’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
|
|||||
|
2025
Q1 | $575K | Sell |
|
|||||
|
2024
Q4 | $596K | Sell |
|
|||||
|
2024
Q3 | $822K | Buy |
|
|||||
|
2024
Q2 | $492K | Sell |
|
|||||
|
2024
Q1 | $775K | Buy |
|
|||||
|
2023
Q4 | $653K | Buy |
|
|||||
|
2023
Q3 | $219K | Sell |
|
|||||
|
2023
Q2 | $982K | Sell |
|
|||||
|
2023
Q1 | $992K | Buy |
|
|||||
|
2022
Q4 | $908K | Buy |
|
|||||
|
2022
Q3 | $599K | Sell |
|
|||||
|
2022
Q2 | $688K | Sell |
|
|||||
|
2022
Q1 | $3.04M | Buy |
|