Pacific Financial 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
2020
Q1
Sell
-167,595
Closed -$9.15M 76
2019
Q4
$9.15M Buy
167,595
+22,882
+16% +$1.25M 0.9% 27
2019
Q3
$7.53M Buy
+144,713
New +$7.53M 0.82% 26