Gradient Investments’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
Q1 | – | Sell |
-75
| Closed | -$4.07K | – | 1811 |
|
|
2023
Q4 | $4.07K | Sell |
75
-10
| -12% | -$543 | ﹤0.01% | 1043 |
|
|
2023
Q3 | $4.01K | Hold |
85
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q2 | $4.37K | Hold |
85
| – | – | ﹤0.01% | 979 |
|
|
2023
Q1 | $4.28K | Sell |
85
-13
| -13% | -$655 | ﹤0.01% | 977 |
|
|
2022
Q4 | $4.85K | Hold |
98
| – | – | ﹤0.01% | 933 |
|
|
2022
Q3 | $5K | Sell |
98
-4
| -4% | -$204 | ﹤0.01% | 975 |
|
|
2022
Q2 | $5K | Sell |
102
-43
| -30% | -$2.11K | ﹤0.01% | 911 |
|
|
2022
Q1 | $9K | Hold |
145
| – | – | ﹤0.01% | 803 |
|
|
2021
Q4 | $10K | Hold |
145
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $9K | Buy |
145
+43
| +42% | +$2.67K | ﹤0.01% | 795 |
|
|
2021
Q2 | $6K | Sell |
102
-221
| -68% | -$13K | ﹤0.01% | 861 |
|
|
2021
Q1 | $17K | Buy |
323
+159
| +97% | +$8.37K | ﹤0.01% | 653 |
|
|
2020
Q4 | $7K | Hold |
164
| – | – | ﹤0.01% | 767 |
|
|
2020
Q3 | $7K | Buy |
+164
| New | +$7K | ﹤0.01% | 774 |
|