Hayden Royal’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $365K | Sell |
5,398
-25
| -0.5% | -$1.69K | 0.85% | 34 |
|
2021
Q3 | $318K | Sell |
5,423
-7,567
| -58% | -$444K | 0.52% | 52 |
|
2021
Q2 | $758K | Sell |
12,990
-10,584
| -45% | -$618K | 0.42% | 67 |
|
2021
Q1 | $1.24M | Sell |
23,574
-1,975
| -8% | -$103K | 0.71% | 34 |
|
2020
Q4 | $1.24M | Buy |
25,549
+8,160
| +47% | +$395K | 0.67% | 27 |
|
2020
Q3 | $760K | Sell |
17,389
-227
| -1% | -$9.92K | 0.4% | 62 |
|
2020
Q2 | $766K | Buy |
17,616
+625
| +4% | +$27.2K | 0.43% | 57 |
|
2020
Q1 | $666K | Sell |
16,991
-13,065
| -43% | -$512K | 0.39% | 64 |
|
2019
Q4 | $1.74M | Buy |
30,056
+10,311
| +52% | +$598K | 0.88% | 28 |
|
2019
Q3 | $1.1M | Buy |
19,745
+6,028
| +44% | +$335K | 0.97% | 31 |
|
2019
Q2 | $730K | Buy |
13,717
+2,320
| +20% | +$123K | 0.78% | 37 |
|
2019
Q1 | $589K | Buy |
11,397
+3,416
| +43% | +$177K | 0.77% | 42 |
|
2018
Q4 | $358K | Buy |
+7,981
| New | +$358K | 0.18% | 123 |
|