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