Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-264
| Closed | -$14.3K | – | 417 |
|
|
2023
Q4 | $14.3K | Buy |
264
+235
| +810% | +$12.8K | ﹤0.01% | 314 |
|
|
2023
Q3 | $1.37K | Buy |
+29
| New | +$1.37K | ﹤0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-121
| Closed | -$7K | – | 878 |
|
|
2019
Q4 | $7K | Buy |
121
+65
| +116% | +$3.76K | ﹤0.01% | 517 |
|
|
2019
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 646 |
|
|
2018
Q2 | – | Sell |
-719
| Closed | -$32K | – | 941 |
|
|
2018
Q1 | $32K | Buy |
+719
| New | +$32K | 0.01% | 324 |
|