Kohmann Bosshard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
31,605
-1,397
| -4% | -$79K | 0.2% | 53 |
|
|
2025
Q1 | $1.9M | Sell |
33,002
-1,353
| -4% | -$77.9K | 0.22% | 48 |
|
|
2024
Q4 | $1.97M | Sell |
34,355
-1,614
| -4% | -$92.5K | 0.24% | 46 |
|
|
2024
Q3 | $2.21M | Buy |
35,969
+375
| +1% | +$23.1K | 0.28% | 45 |
|
|
2024
Q2 | $1.91M | Sell |
35,594
-7,668
| -18% | -$411K | 0.26% | 50 |
|
|
2024
Q1 | $2.33M | Hold |
43,262
| – | – | 0.32% | 47 |
|
|
2023
Q4 | $2.35M | Sell |
43,262
-405
| -0.9% | -$22K | 0.36% | 46 |
|
|
2023
Q3 | $2.06M | Buy |
43,667
+576
| +1% | +$27.2K | 0.35% | 41 |
|
|
2023
Q2 | $2.22M | Sell |
43,091
-20
| -0% | -$1.03K | 0.38% | 42 |
|
|
2023
Q1 | $2.17M | Buy |
43,111
+91
| +0.2% | +$4.59K | 0.41% | 40 |
|
|
2022
Q4 | $2.13M | Buy |
43,020
+592
| +1% | +$29.3K | 0.42% | 40 |
|
|
2022
Q3 | $2.02M | Sell |
42,428
-13,109
| -24% | -$623K | 0.45% | 39 |
|
|
2022
Q2 | $2.97M | Sell |
55,537
-5,524
| -9% | -$295K | 0.66% | 34 |
|
|
2022
Q1 | $3.95M | Buy |
61,061
+5,575
| +10% | +$360K | 0.77% | 29 |
|
|
2021
Q4 | $3.75M | Sell |
55,486
-207
| -0.4% | -$14K | 0.75% | 31 |
|
|
2021
Q3 | $3.27M | Sell |
55,693
-2,437
| -4% | -$143K | 0.72% | 31 |
|
|
2021
Q2 | $3.39M | Buy |
58,130
+20,146
| +53% | +$1.18M | 0.78% | 28 |
|
|
2021
Q1 | $1.99M | Sell |
37,984
-88
| -0.2% | -$4.61K | 0.53% | 32 |
|
|
2020
Q4 | $1.84M | Sell |
38,072
-127
| -0.3% | -$6.15K | 0.57% | 33 |
|
|
2020
Q3 | $1.67M | Sell |
38,199
-455
| -1% | -$19.9K | 0.61% | 33 |
|
|
2020
Q2 | $1.68M | Sell |
38,654
-534
| -1% | -$23.2K | 0.62% | 32 |
|
|
2020
Q1 | $1.54M | Buy |
39,188
+35,221
| +888% | +$1.38M | 0.68% | 28 |
|
|
2019
Q4 | $217K | Hold |
3,967
| – | – | 0.08% | 77 |
|
|
2019
Q3 | $220K | Hold |
3,967
| – | – | 0.09% | 75 |
|
|
2019
Q2 | $206K | Buy |
3,967
+119
| +3% | +$6.18K | 0.09% | 77 |
|
|
2019
Q1 | $199K | Hold |
3,848
| – | – | 0.09% | 73 |
|
|
2018
Q4 | $173K | Buy |
+3,848
| New | +$173K | 0.09% | 75 |
|