Prime Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
9,416
-7,642
| -45% | -$432K | 0.01% | 599 |
|
|
2025
Q1 | $983K | Sell |
17,058
-359,870
| -95% | -$20.7M | 0.01% | 503 |
|
|
2024
Q4 | $21.6M | Sell |
376,928
-4,895
| -1% | -$281K | 0.31% | 61 |
|
|
2024
Q3 | $23.5M | Sell |
381,823
-6,567
| -2% | -$404K | 0.33% | 60 |
|
|
2024
Q2 | $20.8M | Buy |
388,390
+383,808
| +8,376% | +$20.6M | 0.31% | 65 |
|
|
2024
Q1 | $247K | Sell |
4,582
-154
| -3% | -$8.29K | ﹤0.01% | 839 |
|
|
2023
Q4 | $257K | Buy |
+4,736
| New | +$257K | ﹤0.01% | 785 |
|