FCIM
Fairview Capital Investment Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-31,300
| Closed | -$1.71M | – | 144 |
|
|
2019
Q4 | $1.71M | Hold |
31,300
| – | – | 0.08% | 77 |
|
|
2019
Q3 | $1.74M | Hold |
31,300
| – | – | 0.09% | 81 |
|
|
2019
Q2 | $1.63M | Hold |
31,300
| – | – | 0.08% | 79 |
|
|
2019
Q1 | $1.62M | Hold |
31,300
| – | – | 0.09% | 80 |
|
|
2018
Q4 | $1.4M | Buy |
31,300
+21,300
| +213% | +$955K | 0.08% | 79 |
|
|
2018
Q3 | $484K | Buy |
+10,000
| New | +$484K | 0.03% | 94 |
|