Bridge Advisory’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
2022
Q3
Sell
-3,820
Closed -$205K 124
2022
Q2
$205K Buy
+3,820
New +$205K 0.1% 112
2022
Q1
Sell
-2,963
Closed -$200K 106
2021
Q4
$200K Buy
+2,963
New +$200K 0.09% 97