Johnson Financial Group Inc (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-148
| Closed | -$7.46K | – | 705 |
|
|
2023
Q1 | $7.46K | Hold |
148
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $7.32K | Hold |
148
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $8K | Sell |
148
-583
| -80% | -$31.5K | ﹤0.01% | 547 |
|
|
2022
Q1 | $47K | Hold |
731
| – | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $49K | Hold |
731
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $43K | Hold |
731
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $43K | Hold |
731
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $38K | Buy |
+731
| New | +$38K | ﹤0.01% | 437 |
|