Clarus Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,650
| Closed | -$86K | – | 520 |
|
|
2019
Q2 | $86K | Hold |
1,650
| – | – | 0.06% | 212 |
|
|
2019
Q1 | $85K | Buy |
1,650
+150
| +10% | +$7.73K | 0.06% | 217 |
|
|
2018
Q4 | $67K | Hold |
1,500
| – | – | 0.11% | 220 |
|
|
2018
Q3 | $73K | Buy |
+1,500
| New | +$73K | 0.05% | 246 |
|