SFS
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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 – 2875
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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