HCA
Heck Capital Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
+17,536
| New | +$992K | 0.09% | 100 |
|
|
2024
Q3 | – | Sell |
-18
| Closed | -$937 | – | 209 |
|
|
2024
Q2 | $937 | Hold |
18
| – | – | ﹤0.01% | 195 |
|
|
2024
Q1 | $942 | Hold |
18
| – | – | ﹤0.01% | 196 |
|
|
2023
Q4 | $950 | Sell |
18
-42,119
| -100% | -$2.22M | ﹤0.01% | 191 |
|
|
2023
Q3 | $1.99M | Sell |
42,137
-16,106
| -28% | -$760K | 0.37% | 59 |
|
|
2023
Q2 | $2.99M | Sell |
58,243
-1,424
| -2% | -$73.2K | 0.52% | 47 |
|
|
2023
Q1 | $3.01M | Sell |
59,667
-1,627
| -3% | -$82K | 0.58% | 44 |
|
|
2022
Q4 | $3.03M | Sell |
61,294
-2,496
| -4% | -$123K | 0.59% | 41 |
|
|
2022
Q3 | $3.03M | Sell |
63,790
-2,455
| -4% | -$117K | 0.62% | 41 |
|
|
2022
Q2 | $3.54M | Sell |
66,245
-5,624
| -8% | -$300K | 0.71% | 43 |
|
|
2022
Q1 | $4.65M | Buy |
71,869
+15,492
| +27% | +$1M | 0.84% | 29 |
|
|
2021
Q4 | $3.81M | Sell |
56,377
-4,695
| -8% | -$317K | 0.69% | 35 |
|
|
2021
Q3 | $3.58M | Buy |
61,072
+1,303
| +2% | +$76.4K | 0.71% | 33 |
|
|
2021
Q2 | $3.49M | Sell |
59,769
-1,003
| -2% | -$58.5K | 0.69% | 33 |
|
|
2021
Q1 | $3.18M | Sell |
60,772
-465
| -0.8% | -$24.4K | 0.7% | 30 |
|
|
2020
Q4 | $2.96M | Sell |
61,237
-277
| -0.5% | -$13.4K | 0.72% | 29 |
|
|
2020
Q3 | $2.69M | Sell |
61,514
-22,828
| -27% | -$999K | 0.75% | 27 |
|
|
2020
Q2 | $3.67M | Sell |
84,342
-2,116
| -2% | -$92K | 0.77% | 22 |
|
|
2020
Q1 | $3.39M | Buy |
+86,458
| New | +$3.39M | 0.97% | 20 |
|