Sound Income Strategies’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
Q2 | $1.19K | Hold |
21
| – | – | ﹤0.01% | 1341 |
|
2025
Q1 | $1.21K | Hold |
21
| – | – | ﹤0.01% | 1317 |
|
2024
Q4 | $1.2K | Hold |
21
| – | – | ﹤0.01% | 1256 |
|
2024
Q3 | $1.29K | Sell |
21
-5
| -19% | -$308 | ﹤0.01% | 1207 |
|
2024
Q2 | $1.41K | Sell |
26
-107
| -80% | -$5.82K | ﹤0.01% | 1153 |
|
2024
Q1 | $7.13K | Sell |
133
-27
| -17% | -$1.45K | ﹤0.01% | 834 |
|
2023
Q4 | $8.71K | Buy |
160
+139
| +662% | +$7.57K | ﹤0.01% | 769 |
|
2023
Q3 | $991 | Hold |
21
| – | – | ﹤0.01% | 1002 |
|
2023
Q2 | $1.08K | Hold |
21
| – | – | ﹤0.01% | 966 |
|
2023
Q1 | $1.06K | Hold |
21
| – | – | ﹤0.01% | 926 |
|
2022
Q4 | $1.04K | Buy |
+21
| New | +$1.04K | ﹤0.01% | 855 |
|