Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $380K | Buy |
6,991
+21
| +0.3% | +$1.14K | 0.01% | 755 |
|
|
2023
Q3 | $329K | Buy |
6,970
+2,204
| +46% | +$104K | 0.01% | 734 |
|
|
2023
Q2 | $245K | Sell |
4,766
-1,303
| -21% | -$67K | 0.01% | 900 |
|
|
2023
Q1 | $306K | Buy |
+6,069
| New | +$306K | 0.01% | 840 |
|
|
2021
Q1 | – | Sell |
-18,077
| Closed | -$875K | – | 940 |
|
|
2020
Q4 | $875K | Buy |
18,077
+2,036
| +13% | +$98.6K | 0.01% | 579 |
|
|
2020
Q3 | $702K | Sell |
16,041
-2,443
| -13% | -$107K | 0.01% | 571 |
|
|
2020
Q2 | $804K | Sell |
18,484
-15,297
| -45% | -$665K | 0.02% | 523 |
|
|
2020
Q1 | $1.32M | Buy |
33,781
+5,364
| +19% | +$210K | 0.04% | 290 |
|
|
2019
Q4 | $1.55M | Buy |
28,417
+19,824
| +231% | +$1.08M | 0.05% | 283 |
|
|
2019
Q3 | $477K | Buy |
+8,593
| New | +$477K | 0.02% | 428 |
|