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NewSquare Capital’s iShares Core US REIT ETF USRT Stock Holding History

NewSquare Capital’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-249
Closed -$12.3K – 951
2022
Q4 		$12.3K Hold
249
– – ﹤0.01% 271
2022
Q3 		$12K Sell
249
-479
-66% -$26.4K ﹤0.01% 249
2022
Q2 		$39K Hold
728
– – 0.01% 202
2022
Q1 		$47K Buy
+728
New +$45.7K 0.01% 202

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NewSquare Capital's USRT Position: Q1 2023 in Review

NewSquare Capital sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 249 shares — an estimated $12.3K sold.

NewSquare Capital first reported a position in USRT in Q1 2022 and held it in 4 quarters. The position peaked at $47K in Q1 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • NewSquare Capital reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 249 iShares Core US REIT ETF shares in Q1 2023, an estimated $12.3K.
  • NewSquare Capital first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 4 quarters.
  • NewSquare Capital's iShares Core US REIT ETF position peaked at $47K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.