Patten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-50
| Closed | -$2K | – | 514 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 552 |
|
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 589 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 595 |
|
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 615 |
|
|
2017
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 606 |
|
|
2016
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 578 |
|
|
2016
Q3 | $2.43K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2016
Q2 | $2.58K | Hold |
50
| – | – | ﹤0.01% | 561 |
|
|
2016
Q1 | $2.45K | Hold |
50
| – | – | ﹤0.01% | 588 |
|
|
2015
Q4 | $2.37K | Hold |
50
| – | – | ﹤0.01% | 630 |
|
|
2015
Q3 | $2.19K | Hold |
50
| – | – | ﹤0.01% | 549 |
|
|
2015
Q2 | $2.17K | Buy |
+50
| New | +$2.17K | ﹤0.01% | 559 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$2K | – | 239 |
|
|
2014
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 254 |
|