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McClarren Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

McClarren Financial Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-90
Closed -$5K – 424
2023
Q4 		$5K Hold
90
– – ﹤0.01% 298
2023
Q3 		$4K Hold
90
– – ﹤0.01% 286
2023
Q2 		$4K Hold
90
– – ﹤0.01% 291
2023
Q1 		$4K Buy
+90
New +$4K ﹤0.01% 279