GSEP
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Golden State Equity Partners’s iShares Core US REIT ETF USRT Stock Holding History

Golden State Equity Partners’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-253
Closed -$15.6K – 855
2024
Q3 		$15.6K Buy
+253
New +$14.8K 0.01% 535

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LPL Financial
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HFS
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Golden State Equity Partners's USRT Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares Core US REIT ETF (USRT) in Q4 2024, closing a stake of 253 shares — an estimated $15.6K sold.

Golden State Equity Partners first reported a position in USRT in Q3 2024 and held it in 1 quarter. The position peaked at $15.6K in Q3 2024. 370 funds tracked by Wall St. Rank hold USRT as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares Core US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 253 iShares Core US REIT ETF shares in Q4 2024, an estimated $15.6K.
  • Golden State Equity Partners first reported a position in iShares Core US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Core US REIT ETF position peaked at $15.6K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.