GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,553
| Closed | -$157K | – | 1888 |
|
|
2024
Q3 | $157K | Buy |
+2,553
| New | +$157K | 0.01% | 781 |
|
|
2023
Q3 | – | Sell |
-1,349
| Closed | -$70K | – | 521 |
|
|
2023
Q2 | $70K | Buy |
+1,349
| New | +$70K | 0.01% | 311 |
|
|
2020
Q3 | – | Sell |
-4,821
| Closed | -$210K | – | 188 |
|
|
2020
Q2 | $210K | Sell |
4,821
-6,083
| -56% | -$265K | 0.09% | 147 |
|
|
2020
Q1 | $427K | Buy |
10,904
+1,202
| +12% | +$47.1K | 0.3% | 57 |
|
|
2019
Q4 | $530K | Sell |
9,702
-8,874
| -48% | -$485K | 0.29% | 56 |
|
|
2019
Q3 | $1.03M | Buy |
+18,576
| New | +$1.03M | 0.23% | 65 |
|