Global Retirement 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 | $127K | Buy |
+2,251
| New | +$127K | ﹤0.01% | 1309 |
|
|
2024
Q4 | $110K | Buy |
1,915
+1
| +0.1% | +$57 | ﹤0.01% | 1224 |
|
|
2024
Q3 | $118K | Buy |
1,914
+42
| +2% | +$2.59K | ﹤0.01% | 1160 |
|
|
2024
Q2 | $100K | Sell |
1,872
-25
| -1% | -$1.34K | ﹤0.01% | 1202 |
|
|
2024
Q1 | $102K | Sell |
1,897
-6
| -0.3% | -$323 | ﹤0.01% | 1075 |
|
|
2023
Q4 | $102K | Buy |
1,903
+300
| +19% | +$16.1K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $73.8K | Hold |
1,603
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q2 | $82.4K | Sell |
1,603
-1,829
| -53% | -$94K | ﹤0.01% | 1025 |
|
|
2023
Q1 | $171K | Buy |
3,432
+3,427
| +68,540% | +$170K | 0.01% | 730 |
|
|
2022
Q4 | $256 | Hold |
5
| – | – | ﹤0.01% | 2913 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2994 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2896 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2791 |
|
|
2020
Q3 | – | Sell |
-44
| Closed | -$2K | – | 1723 |
|
|
2020
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1495 |
|