Baldwin Wealth 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 |
-1,190
| Closed | -$73.3K | – | 977 |
|
|
2024
Q3 | $73.3K | Hold |
1,190
| – | – | 0.01% | 464 |
|
|
2024
Q2 | $63.7K | Hold |
1,190
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $64K | Hold |
1,190
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $64.6K | Hold |
1,190
| – | – | 0.01% | 340 |
|
|
2023
Q3 | $56.1K | Hold |
1,190
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $61.2K | Hold |
1,190
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $60K | Hold |
1,190
| – | – | 0.01% | 404 |
|
|
2022
Q4 | $58.8K | Buy |
+1,190
| New | +$58.8K | 0.01% | 394 |
|