BFG
Barber Financial Group’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.1M | Sell |
121,034
-22,507
| -16% | -$1.13M | 1.08% | 15 |
|
|
2022
Q4 | $7.1M | Sell |
143,541
-8,802
| -6% | -$435K | 1.97% | 10 |
|
|
2022
Q3 | $7.24M | Sell |
152,343
-13,187
| -8% | -$626K | 2.1% | 6 |
|
|
2022
Q2 | $8.84M | Sell |
165,530
-18,783
| -10% | -$1M | 1.45% | 9 |
|
|
2022
Q1 | $11.9M | Sell |
184,313
-10,790
| -6% | -$698K | 1.59% | 14 |
|
|
2021
Q4 | $13.2M | Sell |
195,103
-1,514
| -0.8% | -$102K | 1.58% | 15 |
|
|
2021
Q3 | $11.5M | Buy |
196,617
+12,683
| +7% | +$744K | 1.49% | 18 |
|
|
2021
Q2 | $10.7M | Buy |
183,934
+423
| +0.2% | +$24.7K | 1.46% | 16 |
|
|
2021
Q1 | $9.62M | Sell |
183,511
-3,654
| -2% | -$191K | 1.4% | 16 |
|
|
2020
Q4 | $9.06M | Sell |
187,165
-14,388
| -7% | -$697K | 1.65% | 16 |
|
|
2020
Q3 | $8.82M | Sell |
201,553
-3,564
| -2% | -$156K | 1.93% | 14 |
|
|
2020
Q2 | $8.92M | Buy |
205,117
+11,660
| +6% | +$507K | 2.14% | 12 |
|
|
2020
Q1 | $7.58M | Sell |
193,457
-93,725
| -33% | -$3.67M | 2.4% | 10 |
|
|
2019
Q4 | $15.7M | Sell |
287,182
-68,750
| -19% | -$3.75M | 3.18% | 6 |
|
|
2019
Q3 | $19.8M | Sell |
355,932
-101,903
| -22% | -$5.66M | 4.2% | 5 |
|
|
2019
Q2 | $23.8M | Buy |
457,835
+77,533
| +20% | +$4.03M | 5.57% | 3 |
|
|
2019
Q1 | $19.7M | Buy |
380,302
+219,446
| +136% | +$11.3M | 3.87% | 4 |
|
|
2018
Q4 | $7.21M | Sell |
160,856
-2,592
| -2% | -$116K | 1.55% | 17 |
|
|
2018
Q3 | $7.91M | Buy |
163,448
+7,029
| +4% | +$340K | 1.9% | 14 |
|
|
2018
Q2 | $7.69M | Sell |
156,419
-1,042
| -0.7% | -$51.2K | 2.23% | 17 |
|
|
2018
Q1 | $7.1M | Buy |
+157,461
| New | +$7.1M | 1.88% | 15 |
|