PCA Investment Advisory Services’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
Q2 | – | Sell |
-4,870
| Closed | -$262K | – | 146 |
|
|
2024
Q1 | $262K | Buy |
4,870
+36
| +0.7% | +$1.94K | 0.15% | 96 |
|
|
2023
Q4 | $262K | Sell |
4,834
-15
| -0.3% | -$814 | 0.17% | 86 |
|
|
2023
Q3 | $229K | Sell |
4,849
-10
| -0.2% | -$472 | 0.16% | 91 |
|
|
2023
Q2 | $250K | Sell |
4,859
-29
| -0.6% | -$1.49K | 0.15% | 89 |
|
|
2023
Q1 | $246K | Buy |
+4,888
| New | +$246K | 0.17% | 87 |
|