LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $709K | Sell |
16,213
-1,045
| -6% | -$45.7K | 0.31% | 63 |
|
|
2020
Q2 | $750K | Buy |
17,258
+756
| +5% | +$32.9K | 0.34% | 58 |
|
|
2020
Q1 | $646K | Buy |
16,502
+113
| +0.7% | +$4.42K | 0.35% | 58 |
|
|
2019
Q4 | $895K | Buy |
16,389
+1,547
| +10% | +$84.5K | 0.4% | 51 |
|
|
2019
Q3 | $824K | Buy |
14,842
+5,639
| +61% | +$313K | 0.39% | 50 |
|
|
2019
Q2 | $479K | Buy |
9,203
+6,925
| +304% | +$360K | 0.23% | 73 |
|
|
2019
Q1 | $118K | Buy |
2,278
+2,132
| +1,460% | +$110K | 0.06% | 169 |
|
|
2018
Q4 | $7K | Hold |
146
| – | – | ﹤0.01% | 416 |
|
|
2018
Q3 | $7K | Buy |
+146
| New | +$7K | ﹤0.01% | 423 |
|