Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-104
| Closed | -$5.14K | – | 949 |
|
|
2022
Q4 | $5.14K | Sell |
104
-70
| -40% | -$3.46K | ﹤0.01% | 670 |
|
|
2022
Q3 | $8K | Buy |
+174
| New | +$8K | ﹤0.01% | 631 |
|
|
2020
Q1 | – | Sell |
-2,949
| Closed | -$161K | – | 853 |
|
|
2019
Q4 | $161K | Hold |
2,949
| – | – | 0.06% | 182 |
|
|
2019
Q3 | $164K | Buy |
+2,949
| New | +$164K | 0.05% | 180 |
|