FourThought Financial Partners’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 | $417K | Buy |
7,379
+37
| +0.5% | +$2.09K | 0.04% | 204 |
|
|
2025
Q1 | $423K | Buy |
7,342
+39
| +0.5% | +$2.25K | 0.04% | 197 |
|
|
2024
Q4 | $419K | Sell |
7,303
-522
| -7% | -$29.9K | 0.04% | 209 |
|
|
2024
Q3 | $482K | Sell |
7,825
-8
| -0.1% | -$493 | 0.06% | 140 |
|
|
2024
Q2 | $420K | Buy |
7,833
+48
| +0.6% | +$2.57K | 0.05% | 148 |
|
|
2024
Q1 | $419K | Sell |
7,785
-269
| -3% | -$14.5K | 0.05% | 211 |
|
|
2023
Q4 | $437K | Buy |
8,054
+1,356
| +20% | +$73.6K | 0.05% | 207 |
|
|
2023
Q3 | $316K | Buy |
6,698
+1,086
| +19% | +$51.2K | 0.04% | 229 |
|
|
2023
Q2 | $289K | Buy |
5,612
+507
| +10% | +$26.1K | 0.04% | 253 |
|
|
2023
Q1 | $257K | Sell |
5,105
-662
| -11% | -$33.4K | 0.04% | 274 |
|
|
2022
Q4 | $285K | Buy |
+5,767
| New | +$285K | 0.04% | 258 |
|