Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,781
| Closed | -$789K | – | 164 |
|
|
2022
Q2 | $789K | Sell |
14,781
-410
| -3% | -$21.9K | 0.3% | 75 |
|
|
2022
Q1 | $982K | Sell |
15,191
-14,627
| -49% | -$946K | 0.32% | 70 |
|
|
2021
Q4 | $2.02M | Sell |
29,818
-1,891
| -6% | -$128K | 0.63% | 55 |
|
|
2021
Q3 | $1.86M | Buy |
31,709
+286
| +0.9% | +$16.8K | 0.63% | 62 |
|
|
2021
Q2 | $1.83M | Buy |
31,423
+6,494
| +26% | +$379K | 0.63% | 63 |
|
|
2021
Q1 | $1.31M | Sell |
24,929
-1,163
| -4% | -$60.9K | 0.52% | 67 |
|
|
2020
Q4 | $1.26M | Sell |
26,092
-570
| -2% | -$27.6K | 0.58% | 68 |
|
|
2020
Q3 | $1.17M | Buy |
+26,662
| New | +$1.17M | 0.61% | 67 |
|