TWA
TCI Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65
| Closed | -$3.21K | – | 2646 |
|
|
2022
Q4 | $3.21K | Buy |
65
+53
| +442% | +$2.62K | ﹤0.01% | 1823 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2173 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2213 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2245 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2304 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2244 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1364 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1763 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1394 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1312 |
|