DWM
Dogwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
41,037
-3,223
| -7% | -$182K | 1.13% | 23 |
|
|
2025
Q1 | $2.55M | Sell |
44,260
-1,394
| -3% | -$80.3K | 1.34% | 19 |
|
|
2024
Q4 | $2.62M | Sell |
45,654
-701
| -2% | -$40.2K | 1.38% | 19 |
|
|
2024
Q3 | $2.85M | Sell |
46,355
-4,624
| -9% | -$285K | 1.64% | 18 |
|
|
2024
Q2 | $2.73M | Buy |
50,979
+943
| +2% | +$50.5K | 1.68% | 20 |
|
|
2024
Q1 | $2.69M | Buy |
50,036
+1,984
| +4% | +$107K | 1.82% | 16 |
|
|
2023
Q4 | $2.61M | Buy |
+48,052
| New | +$2.61M | 2.04% | 16 |
|