Bogart Wealth LLC’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
Q2 | – | Sell |
-50
| Closed | -$2.52K | – | 1134 |
|
|
2023
Q1 | $2.52K | Hold |
50
| – | – | ﹤0.01% | 871 |
|
|
2022
Q4 | $2.47K | Buy |
+50
| New | +$2.47K | ﹤0.01% | 779 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$2K | – | 876 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 676 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 477 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 467 |
|