CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.65M | Buy |
108,029
+2,682
| +3% | +$165K | 1.72% | 14 |
|
|
2024
Q2 | $5.64M | Buy |
105,347
+3,926
| +4% | +$210K | 1.55% | 16 |
|
|
2024
Q1 | $5.46M | Sell |
101,421
-2,189
| -2% | -$118K | 1.59% | 16 |
|
|
2023
Q4 | $5.62M | Buy |
103,610
+18,536
| +22% | +$1.01M | 1.78% | 13 |
|
|
2023
Q3 | $4.01M | Buy |
85,074
+7,537
| +10% | +$356K | 1.44% | 19 |
|
|
2023
Q2 | $3.99M | Buy |
77,537
+2,491
| +3% | +$128K | 1.38% | 17 |
|
|
2023
Q1 | $3.78M | Buy |
75,046
+18,056
| +32% | +$910K | 1.43% | 17 |
|
|
2022
Q4 | $2.82M | Buy |
+56,990
| New | +$2.82M | 1.16% | 20 |
|