Chessman Wealth Strategies RIA’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
2019
Q3
Sell
-34,536
Closed -$1.83M 13
2019
Q2
$1.83M Sell
34,536
-60,460
-64% -$3.2M 9.93% 3
2019
Q1
$4.91M Buy
94,996
+31,830
+50% +$1.65M 4.2% 8
2018
Q4
$2.83M Buy
63,166
+62,743
+14,833% +$2.81M 3.02% 11
2018
Q3
$20K Buy
+423
New +$20K 0.02% 100