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Retirement Planning Company of New England’s iShares Core US REIT ETF USRT Stock Holding History

Retirement Planning Company of New England’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-60
Closed -$4K – 849
2021
Q4 		$4K Buy
+60
New +$3.82K ﹤0.01% 791

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Retirement Planning Company of New England's USRT Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 60 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 60 iShares Core US REIT ETF shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core US REIT ETF position peaked at $4K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.