Executive Wealth Management’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 | $203K | Sell |
3,542
-90,217
| -96% | -$5.17M | 0.02% | 247 |
|
|
2024
Q3 | $5.77M | Buy |
+93,759
| New | +$5.77M | 0.45% | 70 |
|
|
2022
Q2 | – | Sell |
-63,641
| Closed | -$4.11M | – | 203 |
|
|
2022
Q1 | $4.11M | Sell |
63,641
-1,583
| -2% | -$102K | 0.45% | 68 |
|
|
2021
Q4 | $4.41M | Sell |
65,224
-968
| -1% | -$65.4K | 0.44% | 68 |
|
|
2021
Q3 | $3.88M | Sell |
66,192
-4,826
| -7% | -$283K | 0.43% | 68 |
|
|
2021
Q2 | $4.14M | Buy |
+71,018
| New | +$4.14M | 0.45% | 69 |
|
|
2019
Q4 | – | Sell |
-64,080
| Closed | -$3.56M | – | 165 |
|
|
2019
Q3 | $3.56M | Buy |
+64,080
| New | +$3.56M | 0.54% | 46 |
|