Eclectic Associates’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
Q4
Sell
-9,751
Closed -$460K 87
2023
Q3
$460K Buy
9,751
+33
+0.3% +$1.56K 0.23% 52
2023
Q2
$500K Sell
9,718
-84
-0.9% -$4.32K 0.25% 50
2023
Q1
$494K Sell
9,802
-299
-3% -$15.1K 0.25% 52
2022
Q4
$499K Buy
+10,101
New +$499K 0.24% 53