Avantax Planning Partners’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
2024 Q4	–	Sell	-6,652	Closed	-$410K	–	454
2024 Q3	$410K	Sell	6,652 -12,134	-65%	-$747K	0.01%	285
2024 Q2	$1.01M	Sell	18,786 -45,995	-71%	-$2.46M	0.03%	208
2024 Q1	$3.49M	Buy	+64,781	New	+$3.49M	0.11%	109