Clearstead Advisors’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
Q1 | – | Sell |
-55
| Closed | -$2.99K | – | 1628 |
|
|
2023
Q4 | $2.99K | Buy |
+55
| New | +$2.99K | ﹤0.01% | 1236 |
|
|
2022
Q4 | – | Sell |
-49
| Closed | -$2K | – | 1381 |
|
|
2022
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 1167 |
|