Colony Group’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
2023
Q3
$350K Sell
2023
Q2
$392K Sell
2023
Q1
$391K Hold
2022
Q4
$384K Sell
2022
Q3
$6.7M Sell
2022
Q2
$7.58M Buy
2022
Q1
$8.66M Buy
2021
Q4
$8.8M Buy
2021
Q3
$7.55M Buy
2021
Q2
$1.01M Buy