MWM
USRT icon

Mascoma Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Mascoma Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$292K Buy
5,265
+125
+2% +$6.72K 0.18% 61
2019
Q2 		$267K Sell
5,140
-5,459
-52% -$284K 0.17% 64
2019
Q1 		$548K Buy
10,599
+8,817
+495% +$437K 0.37% 36
2018
Q4 		$80K Buy
1,782
+400
+29% +$18.9K 0.06% 117
2018
Q3 		$67K Buy
+1,382
New +$68.9K 0.04% 147
2018
Q1 		– Sell
-750
Closed -$35K – 383
2017
Q4 		$35K Hold
750
– – 0.02% 165
2017
Q3 		$37K Hold
750
– – 0.02% 169
2017
Q2 		$37K Hold
750
– – 0.03% 180
2017
Q1 		$37K Buy
+750
New +$36.9K 0.03% 165

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