Cardan Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.93M | Buy |
152,334
+2,732
| +2% | +$160K | 1% | 30 |
|
|
2021
Q2 | $8.73M | Buy |
149,602
+6,598
| +5% | +$385K | 0.97% | 29 |
|
|
2021
Q1 | $7.49M | Buy |
+143,004
| New | +$7.49M | 0.9% | 37 |
|
|
2020
Q4 | – | Sell |
-73,422
| Closed | -$3.21M | – | 243 |
|
|
2020
Q3 | $3.21M | Sell |
73,422
-8,119
| -10% | -$355K | 0.43% | 79 |
|
|
2020
Q2 | $3.55M | Buy |
+81,541
| New | +$3.55M | 0.51% | 65 |
|