Peninsula Wealth’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
Q1 | – | Sell |
-7,258
| Closed | -$394K | – | 96 |
|
|
2023
Q4 | $394K | Buy |
7,258
+4
| +0.1% | +$217 | 0.08% | 65 |
|
|
2023
Q3 | $325K | Buy |
7,254
+128
| +2% | +$5.74K | 0.08% | 64 |
|
|
2023
Q2 | $366K | Buy |
7,126
+28
| +0.4% | +$1.44K | 0.1% | 50 |
|
|
2023
Q1 | $358K | Buy |
7,098
+43
| +0.6% | +$2.17K | 0.1% | 48 |
|
|
2022
Q4 | $349K | Buy |
7,055
+269
| +4% | +$13.3K | 0.11% | 47 |
|
|
2022
Q3 | $322K | Sell |
6,786
-131
| -2% | -$6.22K | 0.11% | 45 |
|
|
2022
Q2 | $369K | Buy |
6,917
+25
| +0.4% | +$1.33K | 0.12% | 41 |
|
|
2022
Q1 | $446K | Buy |
6,892
+20
| +0.3% | +$1.29K | 0.13% | 39 |
|
|
2021
Q4 | $464K | Buy |
+6,872
| New | +$464K | 0.12% | 40 |
|