Mendel Money 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
2021
Q4
Sell
-4,158
Closed -$244K 70
2021
Q3
$244K Sell
4,158
-108
-3% -$6.34K 0.15% 66
2021
Q2
$249K Sell
4,266
-137
-3% -$8K 0.16% 66
2021
Q1
$231K Sell
4,403
-36
-0.8% -$1.89K 0.15% 63
2020
Q4
$215K Buy
+4,439
New +$215K 0.15% 63