Capital Asset Advisory Services’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
2020
Q4
Sell
-452
Closed -$20K 1616
2020
Q3
$20K Hold
452
﹤0.01% 440
2020
Q2
$21K Sell
452
-131
-22% -$6.09K ﹤0.01% 457
2020
Q1
$22K Hold
583
0.01% 400
2019
Q4
$33K Buy
+583
New +$33K 0.01% 453