EverSource Wealth Advisors’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
Q1
Sell
-29
Closed -$1.57K 3004
2023
Q4
$1.57K Hold
29
﹤0.01% 2250
2023
Q3
$1.37K Buy
+29
New +$1.37K ﹤0.01% 2119
2023
Q2
Sell
-62
Closed -$3.14K 2624
2023
Q1
$3.14K Buy
+62
New +$3.14K ﹤0.01% 1802