RFP 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
Q3 | – | Sell |
-1,917
| Closed | -$103K | – | 765 |
|
2024
Q2 | $103K | Hold |
1,917
| – | – | 0.04% | 159 |
|
2024
Q1 | $103K | Hold |
1,917
| – | – | 0.04% | 142 |
|
2023
Q4 | $104K | Hold |
1,917
| – | – | 0.04% | 137 |
|
2023
Q3 | $90.4K | Hold |
1,917
| – | – | 0.04% | 149 |
|
2023
Q2 | $98.6K | Hold |
1,917
| – | – | 0.04% | 153 |
|
2023
Q1 | $96.6K | Hold |
1,917
| – | – | 0.11% | 66 |
|
2022
Q4 | $94.8K | Buy |
+1,917
| New | +$94.8K | 0.04% | 138 |
|