CA
Calton & Associates’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,982
| Closed | -$292K | – | 409 |
|
|
2021
Q3 | $292K | Sell |
4,982
-2,758
| -36% | -$162K | 0.06% | 291 |
|
|
2021
Q2 | $452K | Sell |
7,740
-88
| -1% | -$5.14K | 0.09% | 211 |
|
|
2021
Q1 | $410K | Sell |
7,828
-113
| -1% | -$5.92K | 0.08% | 222 |
|
|
2020
Q4 | $384K | Buy |
+7,941
| New | +$384K | 0.07% | 220 |
|