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Triad Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Triad Financial Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,537
Closed -$307K – 119
2021
Q4 		$307K Buy
+4,537
New +$307K 0.18% 81