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Sage Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Sage Financial Group’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,220
Closed -$246K – 105
2023
Q3 		$246K Hold
5,220
– – 0.03% 91
2023
Q2 		$268K Hold
5,220
– – 0.03% 88
2023
Q1 		$263K Buy
+5,220
New +$263K 0.03% 87