Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45K | Buy |
+114
| New | +$6.45K | ﹤0.01% | 859 |
|
|
2020
Q3 | – | Sell |
-15,600
| Closed | -$678K | – | 165 |
|
|
2020
Q2 | $678K | Buy |
+15,600
| New | +$678K | 0.35% | 77 |
|
|
2019
Q4 | – | Sell |
-876
| Closed | -$20.3K | – | 482 |
|
|
2019
Q3 | $20.3K | Sell |
876
-1,038
| -54% | -$24.1K | 0.1% | 115 |
|
|
2019
Q2 | $99K | Sell |
1,914
-2,592
| -58% | -$134K | 0.05% | 182 |
|
|
2019
Q1 | $234K | Sell |
4,506
-181
| -4% | -$9.4K | 0.11% | 131 |
|
|
2018
Q4 | $221K | Buy |
4,687
+3,985
| +568% | +$188K | 0.11% | 123 |
|
|
2018
Q3 | $34K | Hold |
702
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $35K | Sell |
702
-13
| -2% | -$648 | 0.02% | 295 |
|
|
2018
Q1 | $32K | Buy |
715
+480
| +204% | +$21.5K | 0.02% | 292 |
|
|
2017
Q4 | $12K | Buy |
+235
| New | +$12K | 0.01% | 452 |
|