Peninsula Asset Management’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
Q1 | – | Sell |
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|
2022
Q4 | $4.13M | Sell |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $4.54M | Sell |
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|
2022
Q1 | $5.65M | Buy |
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|
2021
Q4 | $5.9M | Sell |
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|
2021
Q3 | $5.31M | Buy |
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|
2021
Q2 | $4.89M | Sell |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3.76M | Buy |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $3.2M | Buy |
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