Telemus Capital’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
2023
Q4
$1.65M Sell
30,392
-2,668
-8% -$145K 0.14% 121
2023
Q3
$1.56M Buy
33,060
+75
+0.2% +$3.54K 0.14% 120
2023
Q2
$1.7M Sell
32,985
-1,801
-5% -$92.6K 0.14% 127
2023
Q1
$1.75M Buy
34,786
+18,420
+113% +$928K 0.15% 129
2022
Q4
$823K Buy
+16,366
New +$823K 0.08% 183