Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-160
| Closed | -$7K | – | 2875 |
|
|
2020
Q3 | $7K | Sell |
160
-499
| -76% | -$21.8K | ﹤0.01% | 1919 |
|
|
2020
Q2 | $29K | Sell |
659
-2,669
| -80% | -$117K | ﹤0.01% | 1345 |
|
|
2020
Q1 | $130K | Buy |
3,328
+1,696
| +104% | +$66.3K | 0.01% | 771 |
|
|
2019
Q4 | $89K | Sell |
1,632
-2,092
| -56% | -$114K | 0.01% | 957 |
|
|
2019
Q3 | $207K | Buy |
+3,724
| New | +$207K | 0.02% | 630 |
|