SBK Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.68M | Sell |
74,418
-70,420
| -49% | -$3.48M | 5.84% | 3 |
|
|
2022
Q3 | $6.88M | Sell |
144,838
-98,996
| -41% | -$4.7M | 10.56% | 1 |
|
|
2022
Q2 | $13M | Sell |
243,834
-134,950
| -36% | -$7.21M | 17.01% | 1 |
|
|
2022
Q1 | $24.5M | Sell |
378,784
-141,559
| -27% | -$9.15M | 24.41% | 1 |
|
|
2021
Q4 | $35.2M | Buy |
+520,343
| New | +$35.2M | 28.1% | 1 |
|