Presilium Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
9,420
-25,372
| -73% | -$1.44M | 0.11% | 49 |
|
|
2025
Q1 | $2M | Sell |
34,792
-28,683
| -45% | -$1.65M | 0.45% | 23 |
|
|
2024
Q4 | $3.64M | Sell |
63,475
-51
| -0.1% | -$2.92K | 0.84% | 21 |
|
|
2024
Q3 | $3.91M | Sell |
63,526
-1,127
| -2% | -$69.4K | 0.9% | 19 |
|
|
2024
Q2 | $3.46M | Sell |
64,653
-7,403
| -10% | -$397K | 0.87% | 21 |
|
|
2024
Q1 | $3.88M | Sell |
72,056
-2,916
| -4% | -$157K | 1.03% | 18 |
|
|
2023
Q4 | $4.07M | Buy |
+74,972
| New | +$4.07M | 1.16% | 18 |
|