Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Buy |
214
+210
| +5,250% | +$11.9K | ﹤0.01% | 923 |
|
|
2025
Q1 | $230 | Sell |
4
-2
| -33% | -$115 | ﹤0.01% | 990 |
|
|
2024
Q4 | $344 | Buy |
+6
| New | +$344 | ﹤0.01% | 927 |
|
|
2020
Q2 | – | Sell |
-70
| Closed | -$3K | – | 616 |
|
|
2020
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1194 |
|
|
2019
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 1022 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1021 |
|