Eastover 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $228K | Hold |
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|
2020
Q1 | $205K | Buy |
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