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Peak Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Peak Financial Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,467
Closed -$234K – 109
2021
Q4 		$234K Buy
+3,467
New +$234K 0.18% 66