Pinnacle Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.09M | Buy |
20,713
+8,575
| +71% | +$449K | 0.05% | 115 |
|
|
2020
Q4 | $588K | Buy |
12,138
+1,906
| +19% | +$92.3K | 0.04% | 120 |
|
|
2020
Q3 | $448K | Buy |
10,232
+931
| +10% | +$40.8K | 0.03% | 125 |
|
|
2020
Q2 | $404K | Buy |
9,301
+521
| +6% | +$22.6K | 0.03% | 127 |
|
|
2020
Q1 | $344K | Sell |
8,780
-190
| -2% | -$7.44K | 0.03% | 122 |
|
|
2019
Q4 | $490K | Buy |
8,970
+593
| +7% | +$32.4K | 0.03% | 119 |
|
|
2019
Q3 | $465K | Buy |
8,377
+1,315
| +19% | +$73K | 0.03% | 114 |
|
|
2019
Q2 | $367K | Sell |
7,062
-242
| -3% | -$12.6K | 0.03% | 130 |
|
|
2019
Q1 | $378K | Buy |
7,304
+1,117
| +18% | +$57.8K | 0.03% | 121 |
|
|
2018
Q4 | $277K | Buy |
+6,187
| New | +$277K | 0.02% | 130 |
|