Garrett Wealth Advisory Group’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
Q3 | – | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $496K | Sell |
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|
2021
Q3 | $564K | Sell |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $595K | Sell |
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|
2020
Q3 | $763K | Sell |
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|
2020
Q2 | $852K | Buy |
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|
2020
Q1 | $759K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $918K | Buy |
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|
2019
Q2 | $759K | Buy |
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|
2019
Q1 | $623K | Buy |
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|
2018
Q4 | $229K | Buy |
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