LP
USRT icon

LGL Partners’s iShares Core US REIT ETF USRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,284
Closed -$202K 131
2024
Q3
$202K Buy
+3,284
New +$202K 0.03% 115
2022
Q1
Sell
-3,010
Closed -$203K 118
2021
Q4
$203K Buy
+3,010
New +$203K 0.02% 98