SkyOak 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
2020
Q2
Sell
-5,317
Closed -$208K 260
2020
Q1
$208K Buy
5,317
+1,533
+41% +$60K 0.11% 187
2019
Q4
$207K Buy
+3,784
New +$207K 0.06% 283