Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-380
| Closed | -$19.5K | – | 1475 |
|
|
2023
Q2 | $19.5K | Hold |
380
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $19.2K | Hold |
380
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $18.8K | Hold |
380
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $18K | Hold |
380
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $20K | Hold |
380
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $25K | Hold |
380
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $26K | Hold |
380
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $22K | Hold |
380
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $22K | Hold |
380
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $20K | Hold |
380
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $18K | Sell |
380
-20
| -5% | -$947 | 0.01% | 206 |
|
|
2020
Q3 | $18K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $17K | Buy |
400
+20
| +5% | +$850 | 0.01% | 246 |
|
|
2020
Q1 | $15K | Buy |
+380
| New | +$15K | 0.01% | 248 |
|