Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-678
| Closed | -$33.5K | – | 2778 |
|
|
2022
Q4 | $33.5K | Buy |
678
+279
| +70% | +$13.8K | ﹤0.01% | 1412 |
|
|
2022
Q3 | $19K | Hold |
399
| – | – | ﹤0.01% | 931 |
|
|
2022
Q2 | $22K | Sell |
399
-559
| -58% | -$30.8K | ﹤0.01% | 868 |
|
|
2022
Q1 | $62K | Buy |
958
+628
| +190% | +$40.6K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $22K | Buy |
+330
| New | +$22K | ﹤0.01% | 646 |
|
|
2021
Q1 | $20K | Hold |
388
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $19K | Buy |
+388
| New | +$19K | ﹤0.01% | 575 |
|