Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
0
| – | – | – | 714 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 799 |
|
|
2020
Q1 | – | Sell |
-1,136
| Closed | -$62K | – | 856 |
|
|
2019
Q4 | $62K | Buy |
1,136
+669
| +143% | +$36.5K | 0.02% | 289 |
|
|
2019
Q3 | $26K | Buy |
467
+307
| +192% | +$17.1K | 0.01% | 433 |
|
|
2019
Q2 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 627 |
|