Total Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,495
| Closed | -$227K | – | 230 |
|
|
2023
Q1 | $227K | Sell |
4,495
-445
| -9% | -$22.4K | 0.12% | 160 |
|
|
2022
Q4 | $244K | Sell |
4,940
-93
| -2% | -$4.6K | 0.12% | 191 |
|
|
2022
Q3 | $239K | Sell |
5,033
-769
| -13% | -$36.5K | 0.15% | 182 |
|
|
2022
Q2 | $310K | Buy |
5,802
+13
| +0.2% | +$695 | 0.16% | 146 |
|
|
2022
Q1 | $374K | Buy |
+5,789
| New | +$374K | 0.21% | 132 |
|