Inspire Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,491
| Closed | -$5.37M | – | 131 |
|
|
2021
Q4 | $5.37M | Sell |
79,491
-38,290
| -33% | -$2.59M | 1.52% | 9 |
|
|
2021
Q3 | $6.91M | Sell |
117,781
-2,555
| -2% | -$150K | 2.18% | 7 |
|
|
2021
Q2 | $7.02M | Sell |
120,336
-2,921
| -2% | -$170K | 2.29% | 8 |
|
|
2021
Q1 | $6.46M | Buy |
123,257
+6,336
| +5% | +$332K | 2.33% | 8 |
|
|
2020
Q4 | $5.66M | Buy |
+116,921
| New | +$5.66M | 2.11% | 8 |
|