CGN Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $552K | Sell |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $783K | Sell |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $978K | Buy |
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|
2023
Q4 | $977K | Buy |
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|
2023
Q3 | $848K | Buy |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $782K | Buy |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $792K | Sell |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $570K | Buy |
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