Avondale Wealth Management’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
Q4
Sell
-4,000
Closed -$190K 127
2022
Q3
$190K Sell
4,000
-500
-11% -$23.8K 0.21% 37
2022
Q2
$240K Buy
4,500
+2,000
+80% +$107K 0.28% 33
2022
Q1
$162K Buy
+2,500
New +$162K 0.19% 43