Centric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,283
| Closed | -$235K | – | 213 |
|
|
2020
Q3 | $235K | Buy |
+4,283
| New | +$235K | 0.18% | 94 |
|
|
2020
Q2 | – | Sell |
-4,283
| Closed | -$235K | – | 160 |
|
|
2020
Q1 | $235K | Buy |
+4,283
| New | +$235K | 0.18% | 94 |
|
|
2019
Q4 | – | Sell |
-4,283
| Closed | -$235K | – | 130 |
|
|
2019
Q3 | $235K | Buy |
+4,283
| New | +$235K | 0.18% | 94 |
|