HL Financial Services’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
2019
Q1
$1.47M Buy
28,336
+3,481
+14% +$180K 0.02% 328
2018
Q4
$1.12M Buy
24,855
+3,588
+17% +$161K 0.02% 348
2018
Q3
$1.03M Buy
21,267
+3,024
+17% +$146K 0.02% 381
2018
Q2
$897K Buy
18,243
+898
+5% +$44.2K 0.02% 388
2018
Q1
$782K Buy
17,345
+6,085
+54% +$274K 0.01% 404
2017
Q4
$559K Buy
11,260
+1,536
+16% +$76.3K 0.01% 406
2017
Q3
$479K Buy
9,724
+3,213
+49% +$158K 0.01% 495
2017
Q2
$320K Buy
+6,511
New +$320K 0.01% 572