Jaffetilchin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-346
| Closed | -$21.3K | – | 1255 |
|
|
2024
Q3 | $21.3K | Buy |
+346
| New | +$21.3K | ﹤0.01% | 743 |
|
|
2020
Q2 | – | Sell |
-9,308
| Closed | -$365K | – | 237 |
|
|
2020
Q1 | $365K | Buy |
9,308
+340
| +4% | +$13.3K | 0.13% | 105 |
|
|
2019
Q4 | $490K | Buy |
8,968
+79
| +0.9% | +$4.32K | 0.11% | 123 |
|
|
2019
Q3 | $494K | Buy |
8,889
+604
| +7% | +$33.6K | 0.12% | 111 |
|
|
2019
Q2 | $431K | Sell |
8,285
-127
| -2% | -$6.61K | 0.1% | 144 |
|
|
2019
Q1 | $435K | Buy |
+8,412
| New | +$435K | 0.1% | 172 |
|