Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4K | Buy |
95
+1
| +1% | +$57 | ﹤0.01% | 1215 |
|
|
2025
Q1 | $5.46K | Hold |
94
| – | – | ﹤0.01% | 1154 |
|
|
2024
Q4 | $5.41K | Buy |
+94
| New | +$5.41K | ﹤0.01% | 1106 |
|
|
2020
Q2 | – | Sell |
-89
| Closed | -$4K | – | 858 |
|
|
2020
Q1 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 791 |
|
|
2019
Q4 | – | Sell |
-88
| Closed | -$5K | – | 876 |
|
|
2019
Q3 | $5K | Buy |
88
+2
| +2% | +$114 | ﹤0.01% | 868 |
|
|
2019
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 914 |
|
|
2019
Q1 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 959 |
|