Family Capital 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
Q2 | – | Sell |
-5,111
| Closed | -$275K | – | 72 |
|
|
2024
Q1 | $275K | Sell |
5,111
-214
| -4% | -$11.5K | 0.19% | 56 |
|
|
2023
Q4 | $289K | Sell |
5,325
-5,825
| -52% | -$316K | 0.2% | 51 |
|
|
2023
Q3 | $526K | Sell |
11,150
-837
| -7% | -$39.5K | 0.35% | 36 |
|
|
2023
Q2 | $616K | Buy |
11,987
+3
| +0% | +$154 | 0.38% | 33 |
|
|
2023
Q1 | $604K | Sell |
11,984
-216
| -2% | -$10.9K | 0.26% | 32 |
|
|
2022
Q4 | $603K | Buy |
+12,200
| New | +$603K | 0.4% | 32 |
|