CWA
Cascade Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
10,299
-11,957
| -54% | -$669K | 0.33% | 34 |
|
|
2025
Q1 | $1.21M | Sell |
22,256
-20,711
| -48% | -$1.12M | 0.83% | 23 |
|
|
2024
Q4 | $2.46M | Buy |
42,967
+4,295
| +11% | +$246K | 1.67% | 19 |
|
|
2024
Q3 | $2.38M | Buy |
38,672
+461
| +1% | +$28.4K | 1.7% | 19 |
|
|
2024
Q2 | $2.13M | Buy |
38,211
+5,847
| +18% | +$325K | 1.57% | 20 |
|
|
2024
Q1 | $1.66M | Buy |
+32,364
| New | +$1.66M | 1.41% | 24 |
|