Coyle Financial Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,306
| Closed | -$359K | – | 72 |
|
|
2021
Q4 | $359K | Buy |
5,306
+31
| +0.6% | +$2.1K | 0.21% | 55 |
|
|
2021
Q3 | $309K | Sell |
5,275
-471
| -8% | -$27.6K | 0.18% | 59 |
|
|
2021
Q2 | $335K | Hold |
5,746
| – | – | 0.2% | 47 |
|
|
2021
Q1 | $301K | Sell |
5,746
-82
| -1% | -$4.3K | 0.21% | 48 |
|
|
2020
Q4 | $282K | Sell |
5,828
-294
| -5% | -$14.2K | 0.21% | 47 |
|
|
2020
Q3 | $268K | Sell |
6,122
-961
| -14% | -$42.1K | 0.22% | 48 |
|
|
2020
Q2 | $308K | Buy |
7,083
+16
| +0.2% | +$696 | 0.28% | 40 |
|
|
2020
Q1 | $277K | Sell |
7,067
-643
| -8% | -$25.2K | 0.35% | 41 |
|
|
2019
Q4 | $421K | Sell |
7,710
-127
| -2% | -$6.94K | 0.39% | 44 |
|
|
2019
Q3 | $435K | Sell |
7,837
-49
| -0.6% | -$2.72K | 0.44% | 45 |
|
|
2019
Q2 | $410K | Buy |
+7,886
| New | +$410K | 0.37% | 47 |
|