Prosperity Financial Group’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
2024
Q4
Sell
-4,665
Closed -$287K 180
2024
Q3
$287K Buy
+4,665
New +$287K 0.16% 112
2024
Q2
Sell
-5,369
Closed -$289K 157
2024
Q1
$289K Buy
5,369
+13
+0.2% +$699 0.18% 112
2023
Q4
$291K Buy
+5,356
New +$291K 0.2% 95