Laurel Wealth Advisors (North Carolina)’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
Q3 | – | Sell |
-41
| Closed | -$2.2K | – | 744 |
|
|
2024
Q2 | $2.2K | Hold |
41
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $2.21K | Hold |
41
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $2.23K | Hold |
41
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $1.94K | Hold |
41
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $2.11K | Hold |
41
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $2.07K | Hold |
41
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $2.03K | Hold |
41
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 493 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 624 |
|
|
2020
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 554 |
|
|
2020
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $2K | Sell |
41
-23
| -36% | -$1.12K | ﹤0.01% | 478 |
|
|
2020
Q1 | $3K | Buy |
64
+16
| +33% | +$750 | ﹤0.01% | 452 |
|
|
2019
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 466 |
|
|
2019
Q2 | $2K | Buy |
48
+26
| +118% | +$1.08K | ﹤0.01% | 488 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 481 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 491 |
|