Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,661
| Closed | -$409K | – | 298 |
|
|
2022
Q2 | $409K | Sell |
7,661
-1,934
| -20% | -$103K | 0.07% | 193 |
|
|
2022
Q1 | $620K | Sell |
9,595
-252
| -3% | -$16.3K | 0.11% | 154 |
|
|
2021
Q4 | $666K | Buy |
9,847
+110
| +1% | +$7.44K | 0.12% | 150 |
|
|
2021
Q3 | $571K | Buy |
9,737
+65
| +0.7% | +$3.81K | 0.12% | 148 |
|
|
2021
Q2 | $564K | Hold |
9,672
| – | – | 0.12% | 151 |
|
|
2021
Q1 | $507K | Buy |
+9,672
| New | +$507K | 0.13% | 141 |
|
|
2020
Q1 | – | Sell |
-29,297
| Closed | -$1.6M | – | 196 |
|
|
2019
Q4 | $1.6M | Sell |
29,297
-2,707
| -8% | -$148K | 0.63% | 45 |
|
|
2019
Q3 | $1.79M | Sell |
32,004
-45,098
| -58% | -$2.53M | 0.74% | 43 |
|
|
2019
Q2 | $4.05M | Buy |
77,102
+44,776
| +139% | +$2.35M | 1.76% | 12 |
|
|
2019
Q1 | $1.67M | Buy |
+32,326
| New | +$1.67M | 0.77% | 38 |
|