Edge Capital Group’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
Q4
$163K Buy
+13,232
New +$163K 0.01% 315
2023
Q2
Sell
-4,443
Closed -$224K 397
2023
Q1
$224K Hold
4,443
0.01% 289
2022
Q4
$220K Buy
+4,443
New +$220K 0.02% 272