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HHM Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

HHM Wealth Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-471
Closed -$22.2K – 819
2023
Q3 		$22.2K Sell
471
-1,258
-73% -$59.4K ﹤0.01% 385
2023
Q2 		$88.9K Buy
+1,729
New +$88.9K 0.02% 214