MFT
Moisand Fitzgerald Tamayo’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
15,255
-45
| -0.3% | -$2.55K | 0.11% | 57 |
|
|
2025
Q1 | $881K | Sell |
15,300
-356
| -2% | -$20.5K | 0.12% | 52 |
|
|
2024
Q4 | $897K | Sell |
15,656
-2,084
| -12% | -$119K | 0.13% | 51 |
|
|
2024
Q3 | $1.09M | Sell |
17,740
-531
| -3% | -$32.7K | 0.15% | 48 |
|
|
2024
Q2 | $979K | Sell |
18,271
-15,603
| -46% | -$836K | 0.15% | 48 |
|
|
2024
Q1 | $1.82M | Sell |
33,874
-18,813
| -36% | -$1.01M | 0.28% | 35 |
|
|
2023
Q4 | $2.86M | Sell |
52,687
-51,244
| -49% | -$2.78M | 0.49% | 28 |
|
|
2023
Q3 | $4.9M | Buy |
103,931
+1,069
| +1% | +$50.4K | 1.03% | 19 |
|
|
2023
Q2 | $5.29M | Buy |
102,862
+3,350
| +3% | +$172K | 1.08% | 19 |
|
|
2023
Q1 | $5.02M | Buy |
99,512
+7,737
| +8% | +$390K | 1.07% | 19 |
|
|
2022
Q4 | $4.54M | Buy |
91,775
+5,541
| +6% | +$274K | 1.03% | 19 |
|
|
2022
Q3 | $4.1M | Buy |
86,234
+4,271
| +5% | +$203K | 1.12% | 18 |
|
|
2022
Q2 | $4.38M | Buy |
81,963
+28,791
| +54% | +$1.54M | 1.18% | 18 |
|
|
2022
Q1 | $3.44M | Sell |
53,172
-27,866
| -34% | -$1.8M | 1.56% | 18 |
|
|
2021
Q4 | $5.48M | Sell |
81,038
-4,253
| -5% | -$287K | 1.54% | 20 |
|
|
2021
Q3 | $5M | Buy |
85,291
+1,690
| +2% | +$99.1K | 1.68% | 18 |
|
|
2021
Q2 | $4.88M | Buy |
83,601
+2,601
| +3% | +$152K | 1.77% | 16 |
|
|
2021
Q1 | $4.24M | Buy |
81,000
+2,214
| +3% | +$116K | 1.83% | 15 |
|
|
2020
Q4 | $3.81M | Buy |
78,786
+1,834
| +2% | +$88.8K | 1.72% | 15 |
|
|
2020
Q3 | $3.37M | Buy |
76,952
+1,871
| +2% | +$81.8K | 1.74% | 15 |
|
|
2020
Q2 | $3.27M | Buy |
75,081
+5,500
| +8% | +$239K | 1.8% | 15 |
|
|
2020
Q1 | $2.73M | Buy |
69,581
+11,656
| +20% | +$456K | 1.78% | 17 |
|
|
2019
Q4 | $3.16M | Buy |
57,925
+1,232
| +2% | +$67.3K | 1.63% | 18 |
|
|
2019
Q3 | $3.15M | Buy |
56,693
+989
| +2% | +$54.9K | 1.7% | 16 |
|
|
2019
Q2 | $2.9M | Buy |
55,704
+749
| +1% | +$39K | 1.58% | 17 |
|
|
2019
Q1 | $2.84M | Sell |
54,955
-1,059
| -2% | -$54.8K | 1.58% | 17 |
|
|
2018
Q4 | $2.51M | Hold |
56,014
| – | – | 1.57% | 18 |
|
|
2018
Q3 | $2.71M | Sell |
56,014
-1,212
| -2% | -$58.6K | 1.51% | 18 |
|
|
2018
Q2 | $2.81M | Buy |
57,226
+514
| +0.9% | +$25.3K | 1.64% | 18 |
|
|
2018
Q1 | $2.56M | Buy |
+56,712
| New | +$2.56M | 1.52% | 18 |
|