Pacifica Partners’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 |
-200
| Closed | -$10.3K | – | 558 |
|
|
2023
Q4 | $10.3K | Hold |
200
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $9.25K | Hold |
200
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $10.4K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $9.94K | Hold |
200
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $9.93K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $12K | Hold |
200
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $13K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $12K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $11K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $9K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $9K | Hold |
200
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $9K | Hold |
200
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2019
Q4 | $11K | Buy |
+200
| New | +$11K | 0.01% | 231 |
|