San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-480
| Closed | -$22K | – | 882 |
|
|
2018
Q1 | $22K | Hold |
480
| – | – | 0.01% | 562 |
|
|
2017
Q4 | $24K | Hold |
480
| – | – | 0.01% | 545 |
|
|
2017
Q3 | $24K | Hold |
480
| – | – | 0.01% | 524 |
|
|
2017
Q2 | $24K | Buy |
+480
| New | +$24K | 0.01% | 440 |
|
|
2014
Q4 | – | Sell |
-480
| Closed | -$20K | – | 430 |
|
|
2014
Q3 | $20K | Hold |
480
| – | – | 0.01% | 402 |
|
|
2014
Q2 | $21K | Buy |
+480
| New | +$21K | 0.01% | 408 |
|