Fingerlakes Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $379K | Sell |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $435K | Sell |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $525K | Sell |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $557K | Buy |
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