Kessler Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,145
| Closed | -$54K | – | 117 |
|
|
2014
Q4 | $54K | Hold |
1,145
| – | – | 0.09% | 75 |
|
|
2014
Q3 | $48K | Hold |
1,145
| – | – | 0.08% | 80 |
|
|
2014
Q2 | $50K | Hold |
1,145
| – | – | 0.09% | 75 |
|
|
2014
Q1 | $47K | Hold |
1,145
| – | – | 0.1% | 66 |
|
|
2013
Q4 | $44K | Hold |
1,145
| – | – | 0.08% | 74 |
|
|
2013
Q3 | $45K | Sell |
1,145
-2,346
| -67% | -$92.2K | 0.12% | 77 |
|
|
2013
Q2 | $142K | Buy |
+3,491
| New | +$142K | 0.41% | 35 |
|