SFA
Source Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.64M | Buy |
26,666
+17
| +0.1% | +$1.05K | 0.49% | 27 |
|
|
2024
Q2 | $1.43M | Buy |
26,649
+1,444
| +6% | +$77.3K | 0.44% | 34 |
|
|
2024
Q1 | $1.36M | Buy |
25,205
+3,338
| +15% | +$180K | 0.41% | 34 |
|
|
2023
Q4 | $1.19M | Buy |
21,867
+1,000
| +5% | +$54.3K | 0.37% | 46 |
|
|
2023
Q3 | $984K | Buy |
20,867
+1,473
| +8% | +$69.5K | 0.33% | 50 |
|
|
2023
Q2 | $997K | Sell |
19,394
-95
| -0.5% | -$4.88K | 0.33% | 46 |
|
|
2023
Q1 | $982K | Buy |
19,489
+829
| +4% | +$41.8K | 0.33% | 48 |
|
|
2022
Q4 | $923K | Buy |
18,660
+503
| +3% | +$24.9K | 0.35% | 51 |
|
|
2022
Q3 | $862K | Buy |
+18,157
| New | +$862K | 0.34% | 54 |
|