Davidson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.67M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $294K | Sell |
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|
2019
Q1 | $486K | Sell |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $465K | Sell |
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|
2018
Q2 | $668K | Buy |
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|
2018
Q1 | $609K | Buy |
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|
2017
Q4 | $597K | Buy |
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