Ruedi Wealth Management’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
Q2 | – | Hold |
0
| – | -$1 | – | 493 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$54 | – | 260 |
|
|
2023
Q4 | $54 | Sell |
1
-2
| -67% | -$108 | ﹤0.01% | 243 |
|
|
2023
Q3 | $153 | Hold |
3
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $166 | Sell |
3
-2
| -40% | -$111 | ﹤0.01% | 219 |
|
|
2023
Q1 | $273 | Buy |
5
+1
| +25% | +$55 | ﹤0.01% | 246 |
|
|
2022
Q4 | $199 | Buy |
+4
| New | +$199 | ﹤0.01% | 232 |
|