Simplicity Solutions’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
2023
Q4
$380K Buy
2023
Q3
$329K Buy
2023
Q2
$245K Sell
2023
Q1
$306K Buy
2021
Q1
Sell
2020
Q4
$875K Buy
2020
Q3
$702K Sell
2020
Q2
$804K Sell
2020
Q1
$1.32M Buy
2019
Q4
$1.55M Buy
2019
Q3
$477K Buy