M Holdings Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.12M | Sell |
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|
2022
Q4 | $3.55M | Sell |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $5.26M | Sell |
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|
2022
Q1 | $8.31M | Buy |
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $4.66M | Buy |
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|
2020
Q4 | $4.04M | Buy |
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|
2020
Q3 | $3.52M | Buy |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $136K | Buy |
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