Belpointe Asset Management’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
Q2 | – | Sell |
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|
2023
Q1 | $3.86M | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $100K | Sell |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $5.66M | Sell |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $8.64M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $922K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $4.25M | Buy |
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|
2019
Q3 | $773K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $113K | Buy |
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