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NWAM LLC’s iShares Core US REIT ETF USRT Stock Holding History

NWAM LLC’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$352K Sell
6,172
-3,557
-37% -$203K 0.03% 401
2025
Q1 		$560K Sell
9,729
-3,992
-29% -$230K 0.05% 292
2024
Q4 		$786K Sell
13,721
-1,880
-12% -$108K 0.05% 300
2024
Q3 		$961K Buy
+15,601
New +$961K 0.06% 275