MGO One Seven’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,499
| Closed | -$201K | – | 1178 |
|
2024
Q4 | $201K | Buy |
3,499
+55
| +2% | +$3.15K | 0.01% | 1009 |
|
2024
Q3 | $212K | Buy |
+3,444
| New | +$212K | 0.01% | 921 |
|
2020
Q3 | – | Sell |
-7,592
| Closed | -$330K | – | 494 |
|
2020
Q2 | $330K | Sell |
7,592
-1,141
| -13% | -$49.6K | 0.09% | 309 |
|
2020
Q1 | $342K | Buy |
+8,733
| New | +$342K | 0.12% | 251 |
|