Financial Synergies Wealth Advisors’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 |
-1,773
| Closed | -$95.4K | – | 451 |
|
|
2024
Q1 | $95.4K | Buy |
1,773
+49
| +3% | +$2.64K | 0.01% | 100 |
|
|
2023
Q4 | $85.2K | Hold |
1,724
| – | – | 0.01% | 83 |
|
|
2023
Q3 | $81.3K | Hold |
1,724
| – | – | 0.01% | 92 |
|
|
2023
Q2 | $88.6K | Sell |
1,724
-11
| -0.6% | -$566 | 0.01% | 88 |
|
|
2023
Q1 | $87.4K | Buy |
1,735
+11
| +0.6% | +$554 | 0.01% | 88 |
|
|
2022
Q4 | $85.2K | Buy |
1,724
+33
| +2% | +$1.63K | 0.01% | 83 |
|
|
2022
Q3 | $80.3K | Buy |
1,691
+8
| +0.5% | +$380 | 0.01% | 86 |
|
|
2022
Q2 | $89.9K | Buy |
+1,683
| New | +$89.9K | 0.01% | 89 |
|
|
2020
Q4 | – | Sell |
-34,598
| Closed | -$1.51M | – | 62 |
|
|
2020
Q3 | $1.51M | Sell |
34,598
-8,238
| -19% | -$360K | 0.39% | 33 |
|
|
2020
Q2 | $1.86M | Buy |
+42,836
| New | +$1.86M | 0.63% | 21 |
|