CreativeOne Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,075
| Closed | -$246K | – | 610 |
|
|
2020
Q4 | $246K | Sell |
5,075
-3,333
| -40% | -$162K | 0.02% | 430 |
|
|
2020
Q3 | $368K | Sell |
8,408
-12,220
| -59% | -$535K | 0.05% | 188 |
|
|
2020
Q2 | $897K | Sell |
20,628
-6,032
| -23% | -$262K | 0.14% | 94 |
|
|
2020
Q1 | $1.04M | Buy |
26,660
+2,065
| +8% | +$80.9K | 0.2% | 67 |
|
|
2019
Q4 | $1.34M | Buy |
24,595
+7,329
| +42% | +$400K | 0.23% | 60 |
|
|
2019
Q3 | $959K | Buy |
+17,266
| New | +$959K | 0.19% | 63 |
|