Teamwork Financial 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
Q4
Sell
-20,606
Closed -$979K 219
2022
Q3
$979K Sell
20,606
-3,859
-16% -$183K 0.21% 73
2022
Q2
$1.31M Buy
24,465
+19,767
+421% +$1.06M 0.29% 68
2022
Q1
$304K Buy
+4,698
New +$304K 0.06% 204