Stratos 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 | – | Sell |
-15,583
| Closed | -$898K | – | 1484 |
|
|
2025
Q1 | $898K | Buy |
15,583
+250
| +2% | +$14.4K | 0.01% | 699 |
|
|
2024
Q4 | $879K | Buy |
15,333
+237
| +2% | +$13.6K | 0.01% | 740 |
|
|
2024
Q3 | $929K | Buy |
+15,096
| New | +$929K | 0.01% | 713 |
|
|
2022
Q4 | – | Sell |
-5,488
| Closed | -$261K | – | 1185 |
|
|
2022
Q3 | $261K | Sell |
5,488
-1,239
| -18% | -$58.9K | 0.01% | 919 |
|
|
2022
Q2 | $359K | Buy |
6,727
+590
| +10% | +$31.5K | 0.01% | 855 |
|
|
2022
Q1 | $397K | Buy |
6,137
+207
| +3% | +$13.4K | 0.01% | 894 |
|
|
2021
Q4 | $401K | Buy |
+5,930
| New | +$401K | 0.01% | 896 |
|
|
2019
Q1 | – | Sell |
-45,679
| Closed | -$2.05M | – | 953 |
|
|
2018
Q4 | $2.05M | Buy |
+45,679
| New | +$2.05M | 0.11% | 204 |
|