Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.69K | Buy |
196
+98
| +100% | +$4.85K | ﹤0.01% | 777 |
|
|
2022
Q3 | $5K | Hold |
98
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $5.23K | Hold |
98
| – | – | ﹤0.01% | 762 |
|
|
2022
Q1 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 782 |
|
|
2021
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $6K | Buy |
98
+14
| +17% | +$857 | ﹤0.01% | 732 |
|
|
2021
Q1 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 668 |
|