Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-109,016
| Closed | -$6.71M | – | 231 |
|
|
2024
Q3 | $6.71M | Sell |
109,016
-3,874
| -3% | -$239K | 0.27% | 38 |
|
|
2024
Q2 | $6.05M | Buy |
+112,890
| New | +$6.05M | 0.26% | 41 |
|
|
2023
Q3 | – | Sell |
-125,631
| Closed | -$6.46M | – | 214 |
|
|
2023
Q2 | $6.46M | Buy |
+125,631
| New | +$6.46M | 0.32% | 42 |
|
|
2022
Q2 | – | Sell |
-121,058
| Closed | -$7.83M | – | 206 |
|
|
2022
Q1 | $7.83M | Sell |
121,058
-7,050
| -6% | -$456K | 0.64% | 27 |
|
|
2021
Q4 | $8.66M | Buy |
+128,108
| New | +$8.66M | 0.63% | 23 |
|