Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,773
| Closed | -$633K | – | 1118 |
|
|
2024
Q1 | $633K | Sell |
11,773
-636
| -5% | -$34.2K | 0.02% | 612 |
|
|
2023
Q4 | $674K | Sell |
12,409
-56
| -0.4% | -$3.04K | 0.02% | 572 |
|
|
2023
Q3 | $588K | Sell |
12,465
-534
| -4% | -$25.2K | 0.02% | 573 |
|
|
2023
Q2 | $668K | Buy |
12,999
+1,029
| +9% | +$52.9K | 0.03% | 516 |
|
|
2023
Q1 | $603K | Buy |
11,970
+62
| +0.5% | +$3.13K | 0.03% | 524 |
|
|
2022
Q4 | $589K | Sell |
11,908
-2,267
| -16% | -$112K | 0.03% | 467 |
|
|
2022
Q3 | $673K | Buy |
14,175
+1,403
| +11% | +$66.6K | 0.03% | 433 |
|
|
2022
Q2 | $682K | Buy |
+12,772
| New | +$682K | 0.03% | 466 |
|
|
2021
Q1 | – | Sell |
-27,182
| Closed | -$1.32M | – | 874 |
|
|
2020
Q4 | $1.32M | Sell |
27,182
-3,577
| -12% | -$173K | 0.1% | 222 |
|
|
2020
Q3 | $1.35M | Buy |
30,759
+268
| +0.9% | +$11.7K | 0.12% | 182 |
|
|
2020
Q2 | $1.33M | Buy |
30,491
+1,203
| +4% | +$52.3K | 0.13% | 172 |
|
|
2020
Q1 | $1.15M | Sell |
29,288
-10,400
| -26% | -$407K | 0.15% | 162 |
|
|
2019
Q4 | $2.17M | Sell |
39,688
-653
| -2% | -$35.7K | 0.27% | 103 |
|
|
2019
Q3 | $2.24M | Buy |
40,341
+6,569
| +19% | +$365K | 0.35% | 79 |
|
|
2019
Q2 | $1.76M | Buy |
33,772
+21,548
| +176% | +$1.12M | 0.29% | 96 |
|
|
2019
Q1 | $632K | Buy |
+12,224
| New | +$632K | 0.1% | 232 |
|