B. Riley Wealth Advisors’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
Q1 | – | Sell |
-3,697
| Closed | -$201K | – | 1524 |
|
|
2023
Q4 | $201K | Buy |
+3,697
| New | +$201K | 0.01% | 1263 |
|
|
2022
Q3 | – | Sell |
-7,109
| Closed | -$380K | – | 1534 |
|
|
2022
Q2 | $380K | Sell |
7,109
-3,163
| -31% | -$169K | 0.02% | 771 |
|
|
2022
Q1 | $665K | Sell |
10,272
-1,548
| -13% | -$100K | 0.02% | 611 |
|
|
2021
Q4 | $799K | Buy |
11,820
+3,444
| +41% | +$233K | 0.02% | 605 |
|
|
2021
Q3 | $492K | Buy |
8,376
+590
| +8% | +$34.7K | 0.02% | 790 |
|
|
2021
Q2 | $455K | Buy |
7,786
+426
| +6% | +$24.9K | 0.01% | 815 |
|
|
2021
Q1 | $386K | Buy |
+7,360
| New | +$386K | 0.01% | 861 |
|