Carson Wealth (CWM 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 | $32K | Sell |
569
-1,108
| -66% | -$62.3K | ﹤0.01% | 3619 |
|
|
2025
Q1 | $97K | Buy |
1,677
+1,034
| +161% | +$59.8K | ﹤0.01% | 2450 |
|
|
2024
Q4 | $37K | Sell |
643
-101
| -14% | -$5.81K | ﹤0.01% | 3013 |
|
|
2024
Q3 | $46K | Buy |
744
+619
| +495% | +$38.3K | ﹤0.01% | 2755 |
|
|
2024
Q2 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 3738 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$1K | – | 4767 |
|
|
2023
Q4 | $1K | Sell |
22
-630
| -97% | -$28.6K | ﹤0.01% | 4052 |
|
|
2023
Q3 | $31K | Hold |
652
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q2 | $34K | Buy |
652
+630
| +2,864% | +$32.9K | ﹤0.01% | 2278 |
|
|
2023
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 3938 |
|
|
2022
Q4 | – | Sell |
-57
| Closed | -$3K | – | 4251 |
|
|
2022
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 3367 |
|
|
2022
Q1 | – | Sell |
-283
| Closed | -$19K | – | 3858 |
|
|
2021
Q4 | $19K | Buy |
+283
| New | +$19K | ﹤0.01% | 2028 |
|
|
2019
Q1 | – | Sell |
-89
| Closed | -$4K | – | 3252 |
|
|
2018
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 1608 |
|