Simplicity Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,348
| Closed | -$1.11M | – | 606 |
|
|
2024
Q4 | $1.11M | Buy |
19,348
+104
| +0.5% | +$5.96K | 0.23% | 82 |
|
|
2024
Q3 | $1.18M | Buy |
19,244
+8,432
| +78% | +$519K | 0.11% | 169 |
|
|
2024
Q2 | $579K | Sell |
10,812
-26,331
| -71% | -$1.41M | 0.01% | 699 |
|
|
2024
Q1 | $2M | Buy |
+37,143
| New | +$2M | 0.05% | 351 |
|
|
2022
Q4 | – | Sell |
-21,126
| Closed | -$1M | – | 87 |
|
|
2022
Q3 | $1M | Buy |
21,126
+207
| +1% | +$9.84K | 1.35% | 29 |
|
|
2022
Q2 | $1.12M | Sell |
20,919
-13,705
| -40% | -$732K | 1.63% | 21 |
|
|
2022
Q1 | $2.24M | Sell |
34,624
-39,096
| -53% | -$2.53M | 2.18% | 18 |
|
|
2021
Q4 | $4.98M | Buy |
+73,720
| New | +$4.98M | 2.69% | 12 |
|