LifePlan Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$709K Sell
2020
Q2
$750K Buy
2020
Q1
$646K Buy
2019
Q4
$895K Buy
2019
Q3
$824K Buy
2019
Q2
$479K Buy
2019
Q1
$118K Buy
2018
Q4
$7K Hold
2018
Q3
$7K Buy