SWM
Sanctuary Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $46.3K | Hold |
808
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $49.7K | Buy |
+808
| New | +$49.7K | 0.04% | 99 |
|
|
2024
Q1 | – | Sell |
-115
| Closed | -$6.24K | – | 297 |
|
|
2023
Q4 | $6.24K | Hold |
115
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $5.43K | Hold |
115
| – | – | 0.01% | 158 |
|
|
2023
Q2 | $5.91K | Buy |
+115
| New | +$5.91K | 0.01% | 161 |
|
|
2022
Q4 | $5.69K | Buy |
+115
| New | +$5.69K | 0.01% | 151 |
|
|
2020
Q1 | – | Sell |
-5,019
| Closed | -$274K | – | 27 |
|
|
2019
Q4 | $274K | Hold |
5,019
| – | – | 0.31% | 17 |
|
|
2019
Q3 | $279K | Hold |
5,019
| – | – | 0.28% | 17 |
|
|
2019
Q2 | $261K | Buy |
+5,019
| New | +$261K | 0.24% | 22 |
|
|
2018
Q3 | – | Sell |
-4,510
| Closed | -$222K | – | 24 |
|
|
2018
Q2 | $222K | Buy |
+4,510
| New | +$222K | 0.19% | 18 |
|