Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-700
| Closed | -$40.3K | – | 1335 |
|
|
2025
Q1 | $40.3K | Hold |
700
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $40.1K | Buy |
700
+30
| +4% | +$1.72K | ﹤0.01% | 696 |
|
|
2024
Q3 | $41.3K | Buy |
670
+280
| +72% | +$17.2K | ﹤0.01% | 694 |
|
|
2024
Q2 | $20.9K | Hold |
390
| – | – | ﹤0.01% | 811 |
|
|
2024
Q1 | $21K | Sell |
390
-37
| -9% | -$1.99K | ﹤0.01% | 812 |
|
|
2023
Q4 | $23.5K | Sell |
427
-20
| -4% | -$1.1K | ﹤0.01% | 854 |
|
|
2023
Q3 | $21.3K | Sell |
447
-40
| -8% | -$1.91K | ﹤0.01% | 812 |
|
|
2023
Q2 | $25K | Buy |
487
+460
| +1,704% | +$23.6K | ﹤0.01% | 779 |
|
|
2023
Q1 | $1.36K | Hold |
27
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q4 | $1.34K | Hold |
27
| – | – | ﹤0.01% | 1037 |
|
|
2022
Q3 | $1.28K | Buy |
+27
| New | +$1.28K | ﹤0.01% | 1096 |
|