Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,746
| Closed | -$178K | – | 2566 |
|
|
2022
Q1 | $178K | Buy |
+2,746
| New | +$178K | 0.01% | 919 |
|
|
2020
Q4 | – | Sell |
-235
| Closed | -$10K | – | 1532 |
|
|
2020
Q3 | $10K | Buy |
+235
| New | +$10K | ﹤0.01% | 1120 |
|
|
2020
Q1 | – | Sell |
-4,484
| Closed | -$245K | – | 620 |
|
|
2019
Q4 | $245K | Sell |
4,484
-1,144
| -20% | -$62.5K | 0.02% | 520 |
|
|
2019
Q3 | $313K | Sell |
5,628
-1,058
| -16% | -$58.8K | 0.03% | 420 |
|
|
2019
Q2 | $348K | Buy |
6,686
+1,111
| +20% | +$57.8K | 0.04% | 368 |
|
|
2019
Q1 | $290K | Buy |
+5,575
| New | +$290K | 0.1% | 249 |
|