Pathstone Family Office’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
2023
Q3
$368K Buy
2023
Q2
$386K Hold
2023
Q1
$378K Sell
2022
Q4
$1.28M Buy
2022
Q3
$712K Buy