Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $634K | Buy |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $627K | Sell |
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|
2024
Q3 | $701K | Buy |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $783K | Buy |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $915K | Buy |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $641K | Buy |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $450K | Buy |
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