D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32,512
| Closed | -$1.78M | – | 43 |
|
|
2019
Q4 | $1.78M | Buy |
+32,512
| New | +$1.78M | 0.86% | 15 |
|
|
2019
Q2 | – | Sell |
-4,522
| Closed | -$234K | – | 36 |
|
|
2019
Q1 | $234K | Hold |
4,522
| – | – | 0.12% | 26 |
|
|
2018
Q4 | $203K | Hold |
4,522
| – | – | 0.11% | 27 |
|
|
2018
Q3 | $219K | Hold |
4,522
| – | – | 0.11% | 33 |
|
|
2018
Q2 | $222K | Buy |
4,522
+221
| +5% | +$10.9K | 0.12% | 33 |
|
|
2018
Q1 | $194K | Sell |
4,301
-18,548
| -81% | -$837K | 0.11% | 39 |
|
|
2017
Q4 | $1.13M | Buy |
+22,849
| New | +$1.13M | 0.68% | 21 |
|