GWANC
USRT icon

Guardian Wealth Advisors (North Carolina)’s iShares Core US REIT ETF USRT Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-154
Closed -$8.25K – 472
2024
Q2 		$8.25K Buy
+154
New +$8.25K ﹤0.01% 374