Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-65
| Closed | -$3.5K | – | 2393 |
|
|
2024
Q1 | $3.5K | Hold |
65
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q4 | $3.44K | Hold |
65
| – | – | ﹤0.01% | 2042 |
|
|
2023
Q3 | $3.07K | Sell |
65
-44
| -40% | -$2.08K | ﹤0.01% | 2047 |
|
|
2023
Q2 | $5.6K | Hold |
109
| – | – | ﹤0.01% | 1967 |
|
|
2023
Q1 | $5.49K | Sell |
109
-134
| -55% | -$6.75K | ﹤0.01% | 2013 |
|
|
2022
Q4 | $12K | Buy |
+243
| New | +$12K | ﹤0.01% | 1555 |
|
|
2022
Q3 | – | Sell |
-931
| Closed | -$50K | – | 2603 |
|
|
2022
Q2 | $50K | Sell |
931
-290
| -24% | -$15.6K | ﹤0.01% | 1294 |
|
|
2022
Q1 | $79K | Buy |
1,221
+347
| +40% | +$22.5K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $59K | Buy |
874
+500
| +134% | +$33.8K | ﹤0.01% | 1638 |
|
|
2021
Q3 | $22K | Hold |
374
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q2 | $22K | Sell |
374
-500
| -57% | -$29.4K | ﹤0.01% | 1842 |
|
|
2021
Q1 | $44K | Buy |
+874
| New | +$44K | ﹤0.01% | 1794 |
|