McNaughton 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
2020 Q4	–	Sell	-23,554	Closed	-$1.03M	–	52
2020 Q3	$1.03M	Sell	23,554 -32,113	-58%	-$1.4M	0.9%	28
2020 Q2	$2.42M	Sell	55,667 -22,000	-28%	-$956K	2.24%	13
2020 Q1	$3.04M	Buy	77,667 +14,707	+23%	+$576K	3.25%	9
2019 Q4	$3.44M	Buy	+62,960	New	+$3.44M	3.2%	10