Fingerlakes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
6,772
-775
| -10% | -$43.8K | 0.29% | 66 |
|
|
2025
Q1 | $435K | Sell |
7,547
-94
| -1% | -$5.42K | 0.37% | 59 |
|
|
2024
Q4 | $438K | Sell |
7,641
-881
| -10% | -$50.5K | 0.35% | 63 |
|
|
2024
Q3 | $525K | Sell |
8,522
-302
| -3% | -$18.6K | 0.44% | 53 |
|
|
2024
Q2 | $473K | Sell |
8,824
-174
| -2% | -$9.32K | 0.42% | 54 |
|
|
2024
Q1 | $484K | Sell |
8,998
-553
| -6% | -$29.8K | 0.47% | 55 |
|
|
2023
Q4 | $519K | Buy |
9,551
+272
| +3% | +$14.8K | 0.56% | 51 |
|
|
2023
Q3 | $438K | Sell |
9,279
-152
| -2% | -$7.17K | 0.53% | 50 |
|
|
2023
Q2 | $485K | Buy |
9,431
+28
| +0.3% | +$1.44K | 0.56% | 50 |
|
|
2023
Q1 | $474K | Sell |
9,403
-305
| -3% | -$15.4K | 0.59% | 47 |
|
|
2022
Q4 | $480K | Buy |
9,708
+96
| +1% | +$4.75K | 0.66% | 42 |
|
|
2022
Q3 | $457K | Buy |
9,612
+145
| +2% | +$6.89K | 0.67% | 43 |
|
|
2022
Q2 | $506K | Buy |
9,467
+538
| +6% | +$28.8K | 0.69% | 44 |
|
|
2022
Q1 | $577K | Buy |
8,929
+729
| +9% | +$47.1K | 0.67% | 44 |
|
|
2021
Q4 | $557K | Buy |
+8,200
| New | +$557K | 0.63% | 45 |
|