Seaside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Hold |
|
|||||
|
2025
Q2 | $382K | Buy |
|
|||||
|
2025
Q1 | $262K | Buy |
|
|||||
|
2024
Q4 | $255K | Sell |
|
|||||
|
2024
Q3 | $275K | Hold |
|
|||||
|
2024
Q2 | $240K | Hold |
|
|||||
|
2024
Q1 | $241K | Sell |
|
|||||
|
2023
Q4 | $243K | Sell |
|
|||||
|
2023
Q3 | $219K | Buy |
|
|||||
|
2023
Q2 | $231K | Buy |
|
|||||
|
2023
Q1 | $224K | Sell |
|
|||||
|
2022
Q4 | $236K | Buy |
|
|||||
|
2022
Q3 | $227K | Buy |
|
|||||
|
2022
Q2 | $222K | Buy |
|