IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,034
| Closed | -$51.1K | – | 486 |
|
|
2022
Q4 | $51.1K | Hold |
1,034
| – | – | 0.02% | 140 |
|
|
2022
Q3 | $49K | Sell |
1,034
-530
| -34% | -$25.1K | 0.02% | 127 |
|
|
2022
Q2 | $84K | Sell |
1,564
-22,281
| -93% | -$1.2M | 0.03% | 97 |
|
|
2022
Q1 | $1.54M | Sell |
23,845
-381
| -2% | -$24.6K | 0.49% | 30 |
|
|
2021
Q4 | $1.64M | Sell |
24,226
-21
| -0.1% | -$1.42K | 0.52% | 30 |
|
|
2021
Q3 | $1.42M | Sell |
24,247
-90
| -0.4% | -$5.28K | 0.51% | 31 |
|
|
2021
Q2 | $1.42M | Sell |
24,337
-2,012
| -8% | -$117K | 0.51% | 28 |
|
|
2021
Q1 | $1.38M | Buy |
26,349
+4,138
| +19% | +$217K | 0.53% | 28 |
|
|
2020
Q4 | $1.08M | Buy |
22,211
+267
| +1% | +$12.9K | 0.44% | 29 |
|
|
2020
Q3 | $960K | Buy |
21,944
+5,452
| +33% | +$239K | 0.44% | 30 |
|
|
2020
Q2 | $718K | Sell |
16,492
-13,604
| -45% | -$592K | 0.35% | 32 |
|
|
2020
Q1 | $1.18M | Buy |
30,096
+2,229
| +8% | +$87.3K | 0.79% | 23 |
|
|
2019
Q4 | $1.52M | Buy |
+27,867
| New | +$1.52M | 0.99% | 15 |
|