CFA
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Carroll Financial Associates’s iShares Core US REIT ETF USRT Stock Holding History

Carroll Financial Associates’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10
Closed – – 1677
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1684
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1696
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1679
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1700
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1720
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1724
2019
Q1 		$0 Buy
+10
New +$496 ﹤0.01% 1513

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Carroll Financial Associates's USRT Position: Q4 2020 in Review

Carroll Financial Associates sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 10 shares.

Carroll Financial Associates first reported a position in USRT in Q1 2019 and held it in 7 quarters. The position peaked at $0 in Q3 2020. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • Carroll Financial Associates reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 10 iShares Core US REIT ETF shares in Q4 2020.
  • Carroll Financial Associates first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 7 quarters.
  • Carroll Financial Associates's iShares Core US REIT ETF position peaked at $0 in Q3 2020.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.