Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $292K | Buy |
5,265
+125
| +2% | +$6.93K | 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% | +$456K | 0.37% | 36 |
|
|
2018
Q4 | $80K | Buy |
1,782
+400
| +29% | +$18K | 0.06% | 117 |
|
|
2018
Q3 | $67K | Buy |
+1,382
| New | +$67K | 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 | +$37K | 0.03% | 165 |
|