Pathstone Family Office’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
2023 Q3	$368K	Buy	7,795 +290	+4%	+$13.7K	﹤0.01%	1197
2023 Q2	$386K	Hold	7,505	–	–	0.01%	863
2023 Q1	$378K	Sell	7,505 -14,393	-66%	-$725K	0.01%	811
2022 Q4	$1.28M	Buy	21,898 +6,888	+46%	+$402K	0.01%	683
2022 Q3	$712K	Buy	+15,010	New	+$712K	0.01%	914