Onyx Bridge Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $384K | Buy |
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