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Aveo Capital Partners’s iShares Core US REIT ETF USRT Stock Holding History

Aveo Capital Partners’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,661
Closed -$409K – 298
2022
Q2 		$409K Sell
7,661
-1,934
-20% -$114K 0.07% 193
2022
Q1 		$620K Sell
9,595
-252
-3% -$15.8K 0.11% 154
2021
Q4 		$666K Buy
9,847
+110
+1% +$7K 0.12% 151
2021
Q3 		$571K Buy
9,737
+65
+0.7% +$3.95K 0.12% 148
2021
Q2 		$564K Hold
9,672
– – 0.12% 151
2021
Q1 		$507K Buy
+9,672
New +$487K 0.13% 141
2020
Q1 		– Sell
-29,297
Closed -$1.6M – 200
2019
Q4 		$1.6M Sell
29,297
-2,707
-8% -$149K 0.63% 45
2019
Q3 		$1.79M Sell
32,004
-45,098
-58% -$2.43M 0.74% 43
2019
Q2 		$4.05M Buy
77,102
+44,776
+139% +$2.33M 1.76% 12
2019
Q1 		$1.67M Buy
+32,326
New +$1.6M 0.77% 38

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