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Permanens Capital’s iShares Core US REIT ETF USRT Stock Holding History

Permanens Capital’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,700
Closed -$99K – 103
2021
Q2 		$99K Buy
1,700
+200
+13% +$11.4K 0.02% 54
2021
Q1 		$79K Hold
1,500
– – 0.02% 72
2020
Q4 		$73K Hold
1,500
– – 0.02% 76
2020
Q3 		$66K Buy
1,500
+175
+13% +$7.81K 0.02% 71
2020
Q2 		$58K Sell
1,325
-150
-10% -$6.29K 0.02% 67
2020
Q1 		$58K Buy
1,475
+200
+16% +$10.2K 0.02% 59
2019
Q4 		$70K Hold
1,275
– – 0.02% 68
2019
Q3 		$71K Buy
1,275
+100
+9% +$5.38K 0.02% 51
2019
Q2 		$61K Buy
1,175
+250
+27% +$13K 0.02% 50
2019
Q1 		$48K Buy
+925
New +$45.8K 0.01% 47

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