ICA Group Wealth Management’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 |
-7
| Closed | -$380 | – | 1422 |
|
|
2023
Q4 | $380 | Buy |
+7
| New | +$380 | ﹤0.01% | 1291 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$360 | – | 1176 |
|
|
2023
Q2 | $360 | Hold |
7
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q1 | $353 | Hold |
7
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q4 | $383 | Buy |
+7
| New | +$383 | ﹤0.01% | 1252 |
|