Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $23K | Sell |
427
-20
| -4% | -$1.08K | ﹤0.01% | 861 |
|
|
2023
Q3 | $21K | Sell |
447
-40
| -8% | -$1.88K | ﹤0.01% | 818 |
|
|
2023
Q2 | $25K | Buy |
487
+460
| +1,704% | +$23.6K | ﹤0.01% | 785 |
|
|
2023
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1129 |
|