Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $177K | Sell |
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2024
Q1 | $194K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $710K | Sell |
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|
2022
Q3 | $754K | Buy |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Sell |
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|
2017
Q3 | $8K | Buy |
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