Ridgewood Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
6,182
+2,118
| +52% | +$120K | 0.15% | 153 |
|
|
2025
Q1 | $234K | Buy |
4,064
+1,580
| +64% | +$91K | 0.11% | 171 |
|
|
2024
Q4 | $142K | Buy |
2,484
+1,256
| +102% | +$72K | 0.07% | 198 |
|
|
2024
Q3 | $75.6K | Buy |
1,228
+620
| +102% | +$38.2K | 0.04% | 260 |
|
|
2024
Q2 | $32.6K | Buy |
+608
| New | +$32.6K | 0.02% | 380 |
|
|
2023
Q3 | – | Sell |
-95
| Closed | -$4.88K | – | 731 |
|
|
2023
Q2 | $4.88K | Hold |
95
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $4.79K | Buy |
+95
| New | +$4.79K | ﹤0.01% | 595 |
|