TD Private Client Wealth’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 | $77.3K | Hold |
1,366
| – | – | ﹤0.01% | 774 |
|
|
2025
Q1 | $78.7K | Buy |
1,366
+52
| +4% | +$3K | ﹤0.01% | 737 |
|
|
2024
Q4 | $75.3K | Buy |
+1,314
| New | +$75.3K | ﹤0.01% | 754 |
|
|
2024
Q1 | – | Sell |
-735
| Closed | -$39.9K | – | 1271 |
|
|
2023
Q4 | $39.9K | Buy |
+735
| New | +$39.9K | ﹤0.01% | 846 |
|
|
2023
Q3 | – | Sell |
-17,734
| Closed | -$912K | – | 1275 |
|
|
2023
Q2 | $912K | Sell |
17,734
-4,653
| -21% | -$239K | 0.04% | 353 |
|
|
2023
Q1 | $1.13M | Sell |
22,387
-1,078
| -5% | -$54.3K | 0.05% | 314 |
|
|
2022
Q4 | $1.16M | Buy |
23,465
+4,535
| +24% | +$224K | 0.05% | 298 |
|
|
2022
Q3 | $899K | Buy |
18,930
+15,640
| +475% | +$743K | 0.05% | 327 |
|
|
2022
Q2 | $176K | Buy |
3,290
+1,149
| +54% | +$61.4K | 0.01% | 539 |
|
|
2022
Q1 | $138K | Hold |
2,141
| – | – | 0.01% | 594 |
|
|
2021
Q4 | $145K | Buy |
+2,141
| New | +$145K | 0.01% | 592 |
|