CPWM
Cypress Point Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,397
| Closed | -$271K | – | 78 |
|
|
2024
Q3 | $271K | Sell |
4,397
-236
| -5% | -$14.5K | 0.11% | 69 |
|
|
2024
Q2 | $248K | Hold |
4,633
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $249K | Sell |
4,633
-2,068
| -31% | -$111K | 0.13% | 66 |
|
|
2023
Q4 | $364K | Sell |
6,701
-814
| -11% | -$44.2K | 0.27% | 49 |
|
|
2023
Q3 | $355K | Sell |
7,515
-1,791
| -19% | -$84.5K | 0.31% | 43 |
|
|
2023
Q2 | $478K | Sell |
9,306
-143
| -2% | -$7.35K | 0.51% | 29 |
|
|
2023
Q1 | $476K | Hold |
9,449
| – | – | 0.67% | 30 |
|
|
2022
Q4 | $467K | Buy |
+9,449
| New | +$467K | 0.73% | 27 |
|