Foster Victor Wealth 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
2020
Q2
Sell
-58,233
Closed -$2.31M 130
2020
Q1
$2.31M Buy
58,233
+10,806
+23% +$428K 1.01% 41
2019
Q4
$2.56M Buy
+47,427
New +$2.56M 1.11% 33