Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,199
| Closed | -$241K | – | 146 |
|
|
2024
Q4 | $241K | Hold |
4,199
| – | – | 0.1% | 155 |
|
|
2024
Q3 | $259K | Sell |
4,199
-742
| -15% | -$45.7K | 0.13% | 143 |
|
|
2024
Q2 | $265K | Sell |
4,941
-21
| -0.4% | -$1.13K | 0.15% | 141 |
|
|
2024
Q1 | $267K | Sell |
4,962
-1,843
| -27% | -$99.2K | 0.15% | 148 |
|
|
2023
Q4 | $369K | Buy |
6,805
+1,601
| +31% | +$86.9K | 0.13% | 156 |
|
|
2023
Q3 | $246K | Sell |
5,204
-17
| -0.3% | -$802 | 0.08% | 225 |
|
|
2023
Q2 | $268K | Sell |
5,221
-110
| -2% | -$5.66K | 0.05% | 277 |
|
|
2023
Q1 | $269K | Sell |
5,331
-4,952
| -48% | -$250K | 0.05% | 278 |
|
|
2022
Q4 | $508K | Sell |
10,283
-3,148
| -23% | -$156K | 0.11% | 195 |
|
|
2022
Q3 | $638K | Buy |
+13,431
| New | +$638K | 0.15% | 156 |
|