Castleview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-966
| Closed | -$54.9K | – | 549 |
|
|
2024
Q4 | $54.9K | Sell |
966
-293
| -23% | -$16.6K | 0.03% | 328 |
|
|
2024
Q3 | $77.5K | Sell |
1,259
-47
| -4% | -$2.89K | 0.04% | 263 |
|
|
2024
Q2 | $69.9K | Sell |
1,306
-423
| -24% | -$22.7K | 0.04% | 278 |
|
|
2024
Q1 | $93K | Sell |
1,729
-10
| -0.6% | -$538 | 0.05% | 265 |
|
|
2023
Q4 | $94.4K | Buy |
1,739
+1,735
| +43,375% | +$94.2K | 0.07% | 216 |
|
|
2023
Q3 | $190 | Buy |
+4
| New | +$190 | ﹤0.01% | 656 |
|