Sanctuary Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$46.3K Hold
2024
Q3
$49.7K Buy
2024
Q1
Sell
2023
Q4
$6.24K Hold
2023
Q3
$5.43K Hold
2023
Q2
$5.91K Buy
2022
Q4
$5.69K Buy
2020
Q1
Sell
2019
Q4
$274K Hold
2019
Q3
$279K Hold
2019
Q2
$261K Buy
2018
Q3
Sell
2018
Q2
$222K Buy