OBWG
Onyx Bridge Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
4,160
-2,033
| -33% | -$115K | 0.03% | 262 |
|
|
2025
Q1 | $357K | Sell |
6,193
-466
| -7% | -$26.8K | 0.05% | 193 |
|
|
2024
Q4 | $382K | Buy |
6,659
+47
| +0.7% | +$2.69K | 0.06% | 184 |
|
|
2024
Q3 | $407K | Sell |
6,612
-64
| -1% | -$3.94K | 0.06% | 182 |
|
|
2024
Q2 | $358K | Sell |
6,676
-122
| -2% | -$6.53K | 0.06% | 186 |
|
|
2024
Q1 | $342K | Sell |
6,798
-55
| -0.8% | -$2.77K | 0.06% | 185 |
|
|
2023
Q4 | $372K | Sell |
6,853
-140
| -2% | -$7.6K | 0.08% | 162 |
|
|
2023
Q3 | $330K | Sell |
6,993
-30
| -0.4% | -$1.42K | 0.08% | 166 |
|
|
2023
Q2 | $361K | Sell |
7,023
-645
| -8% | -$33.2K | 0.09% | 157 |
|
|
2023
Q1 | $386K | Buy |
7,668
+35
| +0.5% | +$1.76K | 0.15% | 106 |
|
|
2022
Q4 | $384K | Buy |
+7,633
| New | +$384K | 0.16% | 103 |
|