COWA LLC’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
2024
Q4
Sell
2024
Q3
$1.47M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.14M Buy
2023
Q4
$203K Buy
2023
Q3
Sell
2023
Q2
$252K Sell
2023
Q1
$905K Buy
2022
Q4
$1.5M Sell
2022
Q3
$2.37M Sell
2022
Q2
$3.62M Buy
2022
Q1
$4.33M Buy
2021
Q4
$4.23M Buy
2021
Q3
$2.63M Buy
2021
Q2
$2.09M Sell
2021
Q1
$1.78M Buy
2020
Q4
$793K Buy