Relative Value Partners Group’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
Sell
2024
Q1
$526K Hold
2023
Q4
$549K Sell
2023
Q3
$969K Sell
2023
Q2
$5.39M Buy
2023
Q1
$5.06M Buy
2022
Q4
$4.06M Buy
2022
Q3
$3.81M Buy
2022
Q2
$4.29M Buy
2022
Q1
$4.04M Buy
2021
Q4
$3.95M Buy
2021
Q3
$2.69M Buy
2021
Q2
$1.82M Buy
2021
Q1
$1.04M Buy
2020
Q4
$516K Buy