Private Ocean’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $188K | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | $200K | Hold |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $188K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $210K | Hold |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $171K | Buy |
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