Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $231K | Buy |
4,320
+14
| +0.3% | +$750 | ﹤0.01% | 665 |
|
|
2024
Q1 | $232K | Buy |
4,306
+20
| +0.5% | +$1.08K | ﹤0.01% | 664 |
|
|
2023
Q4 | $233K | Buy |
+4,286
| New | +$233K | ﹤0.01% | 645 |
|
|
2022
Q2 | – | Sell |
-3,272
| Closed | -$212K | – | 651 |
|
|
2022
Q1 | $212K | Sell |
3,272
-168
| -5% | -$10.9K | ﹤0.01% | 553 |
|
|
2021
Q4 | $233K | Buy |
+3,440
| New | +$233K | ﹤0.01% | 535 |
|