McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,584
| Closed | -$232K | – | 302 |
|
|
2022
Q1 | $232K | Sell |
3,584
-269
| -7% | -$17.4K | 0.02% | 269 |
|
|
2021
Q4 | $260K | Sell |
3,853
-3,132
| -45% | -$211K | 0.02% | 257 |
|
|
2021
Q3 | $410K | Sell |
6,985
-1,793
| -20% | -$105K | 0.03% | 206 |
|
|
2021
Q2 | $512K | Sell |
8,778
-1,682
| -16% | -$98.1K | 0.04% | 183 |
|
|
2021
Q1 | $548K | Sell |
10,460
-5,062
| -33% | -$265K | 0.05% | 178 |
|
|
2020
Q4 | $751K | Buy |
+15,522
| New | +$751K | 0.1% | 141 |
|