Stegent Equity Advisors’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
2022
Q2
Sell
-3,479
Closed -$225K 99
2022
Q1
$225K Sell
3,479
-172
-5% -$11.1K 0.19% 88
2021
Q4
$246K Buy
+3,651
New +$246K 0.2% 93