Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-285
| Closed | -$15K | – | 707 |
|
|
2022
Q4 | $15K | Sell |
285
-3
| -1% | -$158 | ﹤0.01% | 308 |
|
|
2022
Q3 | $14K | Sell |
288
-2
| -0.7% | -$97 | ﹤0.01% | 306 |
|
|
2022
Q2 | $16K | Buy |
+290
| New | +$16K | ﹤0.01% | 301 |
|
|
2020
Q3 | – | Sell |
-309
| Closed | -$14K | – | 471 |
|
|
2020
Q2 | $14K | Buy |
+309
| New | +$14K | ﹤0.01% | 236 |
|