GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $520K | Sell |
9,581
-300
| -3% | -$16.3K | 0.02% | 286 |
|
|
2023
Q3 | $466K | Sell |
9,881
-300
| -3% | -$14.1K | 0.02% | 281 |
|
|
2023
Q2 | $523K | Hold |
10,181
| – | – | 0.02% | 269 |
|
|
2023
Q1 | $513K | Buy |
10,181
+400
| +4% | +$20.2K | 0.02% | 259 |
|
|
2022
Q4 | $484K | Hold |
9,781
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $465K | Buy |
+9,781
| New | +$465K | 0.02% | 251 |
|