Financial Strategies Group’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
2020
Q2
Sell
-13,677
Closed -$536K 50
2020
Q1
$536K Buy
13,677
+571
+4% +$22.4K 0.49% 20
2019
Q4
$715K Buy
+13,106
New +$715K 0.58% 18