Barber Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$6.1M	Sell	121,034 -22,507	-16%	-$1.17M	1.08%	15
2022 Q4	$7.1M	Sell	143,541 -8,802	-6%	-$436K	1.97%	10
2022 Q3	$7.24M	Sell	152,343 -13,187	-8%	-$726K	2.1%	6
2022 Q2	$8.84M	Sell	165,530 -18,783	-10%	-$1.1M	1.45%	9
2022 Q1	$11.9M	Sell	184,313 -10,790	-6%	-$678K	1.59%	14
2021 Q4	$13.2M	Sell	195,103 -1,514	-0.8%	-$96.3K	1.58%	15
2021 Q3	$11.5M	Buy	196,617 +12,683	+7%	+$771K	1.49%	18
2021 Q2	$10.7M	Buy	183,934 +423	+0.2%	+$24K	1.46%	16
2021 Q1	$9.62M	Sell	183,511 -3,654	-2%	-$184K	1.4%	16
2020 Q4	$9.06M	Sell	187,165 -14,388	-7%	-$671K	1.65%	16
2020 Q3	$8.82M	Sell	201,553 -3,564	-2%	-$159K	1.93%	14
2020 Q2	$8.92M	Buy	205,117 +11,660	+6%	+$489K	2.14%	12
2020 Q1	$7.58M	Sell	193,457 -93,725	-33%	-$4.79M	2.4%	10
2019 Q4	$15.7M	Sell	287,182 -68,750	-19%	-$3.78M	3.18%	6
2019 Q3	$19.8M	Sell	355,932 -101,903	-22%	-$5.48M	4.2%	5
2019 Q2	$23.8M	Buy	457,835 +77,533	+20%	+$4.04M	5.57%	3
2019 Q1	$19.7M	Buy	380,302 +219,446	+136%	+$10.9M	3.87%	4
2018 Q4	$7.21M	Sell	160,856 -2,592	-2%	-$123K	1.55%	17
2018 Q3	$7.91M	Buy	163,448 +7,029	+4%	+$350K	1.9%	14
2018 Q2	$7.69M	Sell	156,419 -1,042	-0.7%	-$48.6K	2.23%	17
2018 Q1	$7.1M	Buy	+157,461	New	+$7.21M	1.88%	15