BPM
Bowling Portfolio Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.91M | Sell |
40,294
-1,645
| -4% | -$78.1K | 0.53% | 55 |
|
|
2022
Q2 | $2.24M | Buy |
41,939
+1,690
| +4% | +$90.3K | 0.56% | 48 |
|
|
2022
Q1 | $2.6M | Buy |
40,249
+3,817
| +10% | +$247K | 0.56% | 46 |
|
|
2021
Q4 | $2.46M | Sell |
36,432
-2,940
| -7% | -$199K | 0.51% | 47 |
|
|
2021
Q3 | $2.31M | Sell |
39,372
-2,611
| -6% | -$153K | 0.52% | 47 |
|
|
2021
Q2 | $2.45M | Buy |
41,983
+8,552
| +26% | +$499K | 0.55% | 44 |
|
|
2021
Q1 | $1.75M | Sell |
33,431
-11,086
| -25% | -$581K | 0.42% | 89 |
|
|
2020
Q4 | $2.16M | Sell |
44,517
-7,140
| -14% | -$346K | 0.51% | 43 |
|
|
2020
Q3 | $2.26M | Buy |
+51,657
| New | +$2.26M | 0.51% | 39 |
|