One Day In July LLC’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
Q4 | – | Sell |
-5,613
| Closed | -$346K | – | 144 |
|
|
2024
Q3 | $346K | Hold |
5,613
| – | – | 0.04% | 106 |
|
|
2024
Q2 | $301K | Sell |
5,613
-462
| -8% | -$24.7K | 0.04% | 103 |
|
|
2024
Q1 | $327K | Sell |
6,075
-306
| -5% | -$16.5K | 0.04% | 99 |
|
|
2023
Q4 | $346K | Buy |
6,381
+1,472
| +30% | +$79.9K | 0.05% | 88 |
|
|
2023
Q3 | $232K | Buy |
+4,909
| New | +$232K | 0.04% | 90 |
|