IAG Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $51.1K | Hold |
|
|||||
|
2022
Q3 | $49K | Sell |
|
|||||
|
2022
Q2 | $84K | Sell |
|
|||||
|
2022
Q1 | $1.54M | Sell |
|
|||||
|
2021
Q4 | $1.64M | Sell |
|
|||||
|
2021
Q3 | $1.42M | Sell |
|
|||||
|
2021
Q2 | $1.42M | Sell |
|
|||||
|
2021
Q1 | $1.38M | Buy |
|
|||||
|
2020
Q4 | $1.08M | Buy |
|
|||||
|
2020
Q3 | $960K | Buy |
|
|||||
|
2020
Q2 | $718K | Sell |
|
|||||
|
2020
Q1 | $1.18M | Buy |
|
|||||
|
2019
Q4 | $1.52M | Buy |
|