Fortis Capital 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
2023 Q2	–	Sell	-10,000	Closed	-$504K	–	589
2023 Q1	$504K	Buy	10,000 +5,775	+137%	+$291K	0.27%	56
2022 Q4	$209K	Buy	+4,225	New	+$209K	0.12%	117