Signet Financial Management’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
Q1 | – | Sell |
-492
| Closed | -$33K | – | 1279 |
|
|
2021
Q4 | $33K | Buy |
+492
| New | +$33K | 0.01% | 658 |
|
|
2018
Q4 | – | Sell |
-3,121
| Closed | -$151K | – | 778 |
|
|
2018
Q3 | $151K | Buy |
3,121
+779
| +33% | +$37.7K | 0.03% | 262 |
|
|
2018
Q2 | $115K | Sell |
2,342
-160
| -6% | -$7.86K | 0.02% | 295 |
|
|
2018
Q1 | $113K | Buy |
+2,502
| New | +$113K | 0.02% | 272 |
|