D.A. Davidson & Co’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 | $204K | Sell |
|
|||||
|
2024
Q2 | $230K | Sell |
|
|||||
|
2024
Q1 | $269K | Sell |
|
|||||
|
2023
Q4 | $316K | Sell |
|
|||||
|
2023
Q3 | $280K | Sell |
|
|||||
|
2023
Q2 | $333K | Sell |
|
|||||
|
2023
Q1 | $542K | Buy |
|
|||||
|
2022
Q4 | $527K | Buy |
|
|||||
|
2022
Q3 | $487K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $2.05M | Buy |
|
|||||
|
2018
Q4 | $1.75M | Buy |
|
|||||
|
2018
Q3 | $1.82M | Sell |
|
|||||
|
2018
Q2 | $2.75M | Buy |
|
|||||
|
2018
Q1 | $2.38M | Buy |
|
|||||
|
2017
Q4 | $2.31M | Sell |
|
|||||
|
2017
Q3 | $2.51M | Buy |
|
|||||
|
2017
Q2 | $84K | Buy |
|
|||||
|
2017
Q1 | $75K | Hold |
|
|||||
|
2016
Q4 | $75K | Hold |
|
|||||
|
2016
Q3 | $78K | Buy |
|
|||||
|
2016
Q2 | $68K | Buy |
|
|||||
|
2016
Q1 | $46K | Hold |
|
|||||
|
2015
Q4 | $45K | Hold |
|
|||||
|
2015
Q3 | $41K | Hold |
|
|||||
|
2015
Q2 | $41K | Hold |
|
|||||
|
2015
Q1 | $46K | Hold |
|
|||||
|
2014
Q4 | $45K | Hold |
|
|||||
|
2014
Q3 | $40K | Hold |
|
|||||
|
2014
Q2 | $41K | Hold |
|
|||||
|
2014
Q1 | $39K | Hold |
|
|||||
|
2013
Q4 | $36K | Hold |
|
|||||
|
2013
Q3 | $37K | Buy |
|
|||||
|
2013
Q2 | $34K | Buy |
|