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Compass Ion Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Compass Ion Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,985
Closed -$274K – 61
2020
Q1 		$274K Sell
6,985
-322,931
-98% -$12.7M 0.25% 40
2019
Q4 		$18M Buy
+329,916
New +$18M 9.29% 4