FWM
Foresight Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $274K | Sell |
5,531
-52,508
| -90% | -$2.6M | 3.92% | 10 |
|
|
2022
Q3 | $2.76M | Sell |
58,039
-1,909
| -3% | -$90.7K | 0.63% | 15 |
|
|
2022
Q2 | $3.2M | Sell |
59,948
-511
| -0.8% | -$27.3K | 0.66% | 15 |
|
|
2022
Q1 | $3.91M | Sell |
60,459
-920
| -1% | -$59.5K | 0.72% | 15 |
|
|
2021
Q4 | $4.15M | Buy |
61,379
+48
| +0.1% | +$3.25K | 0.05% | 14 |
|
|
2021
Q3 | $3.6M | Sell |
61,331
-326
| -0.5% | -$19.1K | 0.72% | 16 |
|
|
2021
Q2 | $3.6M | Sell |
61,657
-1,421
| -2% | -$82.9K | 0.8% | 16 |
|
|
2021
Q1 | $3.31M | Buy |
63,078
+828
| +1% | +$43.4K | 0.84% | 15 |
|
|
2020
Q4 | $3.01M | Buy |
62,250
+1,524
| +3% | +$73.8K | 0.8% | 17 |
|
|
2020
Q3 | $2.66M | Buy |
60,726
+3,258
| +6% | +$142K | 0.89% | 13 |
|
|
2020
Q2 | $2.5M | Buy |
57,468
+184
| +0.3% | +$8K | 1.14% | 14 |
|
|
2020
Q1 | $2.24M | Buy |
57,284
+1,445
| +3% | +$56.6K | 1.55% | 14 |
|
|
2019
Q4 | $3.05M | Buy |
55,839
+1,822
| +3% | +$99.5K | 1.88% | 14 |
|
|
2019
Q3 | $3M | Buy |
54,017
+225
| +0.4% | +$12.5K | 2.16% | 13 |
|
|
2019
Q2 | $2.8M | Buy |
53,792
+995
| +2% | +$51.8K | 2.11% | 12 |
|
|
2019
Q1 | $2.73M | Buy |
52,797
+10,404
| +25% | +$538K | 2.37% | 11 |
|
|
2018
Q4 | $1.9M | Buy |
+42,393
| New | +$1.9M | 2.02% | 14 |
|