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Sonora Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Sonora Investment Management’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-76
Closed -$4K – 1800
2020
Q4 		$4K Sell
76
-7
-8% -$326 ﹤0.01% 1510
2020
Q3 		$4K Sell
83
-39
-32% -$1.74K ﹤0.01% 1531
2020
Q2 		$5K Buy
+122
New +$5.12K ﹤0.01% 1377

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FA
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TC
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Sonora Investment Management's USRT Position: Q1 2021 in Review

Sonora Investment Management sold out of iShares Core US REIT ETF (USRT) in Q1 2021, closing a stake of 76 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in USRT in Q2 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 213 funds tracked by Wall St. Rank hold USRT as of Q1 2021.

  • Sonora Investment Management reported no remaining iShares Core US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 76 iShares Core US REIT ETF shares in Q1 2021, an estimated $4K.
  • Sonora Investment Management first reported a position in iShares Core US REIT ETF in Q2 2020 and held it in 3 quarters.
  • Sonora Investment Management's iShares Core US REIT ETF position peaked at $5K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.