Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,976
| Closed | -$434K | – | 445 |
|
|
2020
Q2 | $434K | Buy |
9,976
+1,186
| +13% | +$51.6K | 0.11% | 263 |
|
|
2020
Q1 | $344K | Buy |
8,790
+646
| +8% | +$25.3K | 0.11% | 252 |
|
|
2019
Q4 | $445K | Buy |
8,144
+610
| +8% | +$33.3K | 0.1% | 278 |
|
|
2019
Q3 | $419K | Buy |
7,534
+639
| +9% | +$35.5K | 0.11% | 267 |
|
|
2019
Q2 | $359K | Buy |
6,895
+952
| +16% | +$49.6K | 0.08% | 317 |
|
|
2019
Q1 | $307K | Buy |
+5,943
| New | +$307K | 0.07% | 330 |
|