Evoke 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
2023
Q4
Sell
-6,275
Closed -$300K 331
2023
Q3
$300K Buy
+6,275
New +$300K 0.01% 295
2022
Q4
Sell
-323
Closed -$15K 1099
2022
Q3
$15K Buy
+323
New +$15K ﹤0.01% 690