MB Generational Wealth’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
2024
Q4
Sell
-5,658
Closed -$348K 59
2024
Q3
$348K Sell
5,658
-48
-0.8% -$2.96K 0.25% 37
2024
Q2
$306K Buy
+5,706
New +$306K 0.24% 36