Capital Analysts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
259
-3
| -1% | -$162 | ﹤0.01% | 1091 |
|
|
2025
Q1 | $16K | Hold |
262
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q4 | $16K | Buy |
262
+1
| +0.4% | +$61 | ﹤0.01% | 988 |
|
|
2024
Q3 | $16K | Buy |
261
+117
| +81% | +$7.17K | ﹤0.01% | 946 |
|
|
2024
Q2 | $8K | Buy |
144
+50
| +53% | +$2.78K | ﹤0.01% | 994 |
|
|
2024
Q1 | $5K | Buy |
94
+1
| +1% | +$53 | ﹤0.01% | 990 |
|
|
2023
Q4 | $5K | Buy |
93
+2
| +2% | +$108 | ﹤0.01% | 967 |
|
|
2023
Q3 | $4K | Sell |
91
-1,168
| -93% | -$51.3K | ﹤0.01% | 1004 |
|
|
2023
Q2 | $62K | Buy |
1,259
+1,168
| +1,284% | +$57.5K | ﹤0.01% | 543 |
|
|
2023
Q1 | $5K | Buy |
91
+1
| +1% | +$55 | ﹤0.01% | 870 |
|
|
2022
Q4 | $4K | Buy |
90
+1
| +1% | +$44 | ﹤0.01% | 943 |
|
|
2022
Q3 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 929 |
|