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