Maryland Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110K | Buy |
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|
2025
Q2 | $105K | Hold |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $111K | Sell |
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|
2024
Q1 | $114K | Sell |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $151K | Buy |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $6K | Buy |
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