PPW
Pasadena Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-38,713
| Closed | -$1.6M | – | 80 |
|
|
2020
Q1 | $1.6M | Sell |
38,713
-82,485
| -68% | -$3.4M | 0.66% | 22 |
|
|
2019
Q4 | $6.62M | Sell |
121,198
-454
| -0.4% | -$24.8K | 2.9% | 10 |
|
|
2019
Q3 | $6.76M | Buy |
121,652
+586
| +0.5% | +$32.6K | 3.12% | 11 |
|
|
2019
Q2 | $6.3M | Buy |
+121,066
| New | +$6.3M | 2.98% | 11 |
|