Element Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,648
| Closed | -$94.4K | – | 277 |
|
|
2024
Q4 | $94.4K | Hold |
1,648
| – | – | 0.05% | 181 |
|
|
2024
Q3 | $101K | Hold |
1,648
| – | – | 0.05% | 176 |
|
|
2024
Q2 | $88.3K | Hold |
1,648
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $88.7K | Sell |
1,648
-292
| -15% | -$15.7K | 0.05% | 165 |
|
|
2023
Q4 | $105K | Buy |
1,940
+1,098
| +130% | +$59.6K | 0.07% | 154 |
|
|
2023
Q3 | $39.7K | Hold |
842
| – | – | 0.03% | 173 |
|
|
2023
Q2 | $43.3K | Buy |
842
+550
| +188% | +$28.3K | 0.03% | 170 |
|
|
2023
Q1 | $14.7K | Buy |
+292
| New | +$14.7K | 0.01% | 172 |
|