Thompson Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$3 | – | 532 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$57 | – | 516 |
|
|
2023
Q4 | $57 | Sell |
1
-923
| -100% | -$52.6K | ﹤0.01% | 419 |
|
|
2023
Q3 | $43.6K | Hold |
924
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $47.5K | Buy |
924
+9
| +1% | +$462 | 0.01% | 247 |
|
|
2023
Q1 | $46.1K | Buy |
+915
| New | +$46.1K | 0.01% | 249 |
|