Trust Company of Vermont’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-225
| Closed | -$11K | – | 989 |
|
|
2022
Q3 | $11K | Hold |
225
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 661 |
|
|
2022
Q1 | – | Sell |
-225
| Closed | -$15K | – | 715 |
|
|
2021
Q4 | $15K | Buy |
+225
| New | +$15K | ﹤0.01% | 623 |
|
|
2021
Q3 | – | Sell |
-225
| Closed | -$13K | – | 687 |
|
|
2021
Q2 | $13K | Hold |
225
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $12K | Hold |
225
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $11K | Hold |
225
| – | – | ﹤0.01% | 618 |
|
|
2020
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 609 |
|
|
2020
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 627 |
|
|
2020
Q1 | $9K | Hold |
225
| – | – | ﹤0.01% | 678 |
|
|
2019
Q4 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 696 |
|