Drive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,325
| Closed | -$553K | – | 360 |
|
|
2024
Q2 | $553K | Sell |
10,325
-402
| -4% | -$21.5K | 0.15% | 118 |
|
|
2024
Q1 | $577K | Sell |
10,727
-3,101
| -22% | -$167K | 0.16% | 114 |
|
|
2023
Q4 | $751K | Sell |
13,828
-6,776
| -33% | -$368K | 0.24% | 85 |
|
|
2023
Q3 | $985K | Sell |
20,604
-4,230
| -17% | -$202K | 0.36% | 60 |
|
|
2023
Q2 | $1.28M | Sell |
24,834
-2,898
| -10% | -$149K | 0.47% | 49 |
|
|
2023
Q1 | $1.4M | Sell |
27,732
-1,583
| -5% | -$79.8K | 0.59% | 40 |
|
|
2022
Q4 | $1.45M | Buy |
+29,315
| New | +$1.45M | 0.72% | 31 |
|