SFS
USRT icon

Sowell Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-160
Closed -$7K – 2865
2020
Q3 		$7K Sell
160
-499
-76% -$22.3K ﹤0.01% 1919
2020
Q2 		$29K Sell
659
-2,669
-80% -$112K ﹤0.01% 1345
2020
Q1 		$130K Buy
3,328
+1,696
+104% +$86.6K 0.01% 771
2019
Q4 		$89K Sell
1,632
-2,092
-56% -$115K 0.01% 957
2019
Q3 		$207K Buy
+3,724
New +$200K 0.02% 630

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Sowell Financial Services's USRT Position: Q4 2020 in Review

Sowell Financial Services sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 160 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in USRT in Q3 2019 and held it in 5 quarters. The position peaked at $207K in Q3 2019. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • Sowell Financial Services reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 160 iShares Core US REIT ETF shares in Q4 2020, an estimated $7K.
  • Sowell Financial Services first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's iShares Core US REIT ETF position peaked at $207K in Q3 2019.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.