Foresight 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
2022 Q4	$274K	Sell	5,531 -52,508	-90%	-$2.6M	3.92%	10
2022 Q3	$2.76M	Sell	58,039 -1,909	-3%	-$105K	0.63%	17
2022 Q2	$3.2M	Sell	59,948 -511	-0.8%	-$30K	0.66%	17
2022 Q1	$3.91M	Sell	60,459 -920	-1%	-$57.8K	0.72%	17
2021 Q4	$4.15M	Buy	61,379 +48	+0.1%	+$3.05K	0.05%	17
2021 Q3	$3.6M	Sell	61,331 -326	-0.5%	-$19.8K	0.72%	18
2021 Q2	$3.6M	Sell	61,657 -1,421	-2%	-$80.6K	0.8%	18
2021 Q1	$3.31M	Buy	63,078 +828	+1%	+$41.7K	0.84%	17
2020 Q4	$3.01M	Buy	62,250 +1,524	+3%	+$71.1K	0.8%	19
2020 Q3	$2.66M	Buy	60,726 +3,258	+6%	+$145K	0.89%	15
2020 Q2	$2.5M	Buy	57,468 +184	+0.3%	+$7.72K	1.14%	16
2020 Q1	$2.24M	Buy	57,284 +1,445	+3%	+$73.8K	1.55%	16
2019 Q4	$3.05M	Buy	55,839 +1,822	+3%	+$100K	1.88%	16
2019 Q3	$3M	Buy	54,017 +225	+0.4%	+$12.1K	2.16%	15
2019 Q2	$2.8M	Buy	53,792 +995	+2%	+$51.8K	2.11%	14
2019 Q1	$2.73M	Buy	52,797 +10,404	+25%	+$516K	2.37%	11
2018 Q4	$1.9M	Buy	+42,393	New	+$2.01M	2.02%	15