Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$54 | – | 843 |
|
|
2023
Q4 | $54 | Hold |
1
| – | – | ﹤0.01% | 727 |
|
|
2023
Q3 | $47 | Buy |
+1
| New | +$47 | ﹤0.01% | 804 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$3K | – | 740 |
|
|
2022
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 450 |
|