Tyche Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
16,162
+7,745
| +92% | +$438K | 0.18% | 91 |
|
|
2025
Q1 | $485K | Buy |
8,417
+541
| +7% | +$31.2K | 0.1% | 140 |
|
|
2024
Q4 | $451K | Sell |
7,876
-535
| -6% | -$30.7K | 0.1% | 170 |
|
|
2024
Q3 | $518K | Buy |
8,411
+4
| +0% | +$246 | 0.12% | 132 |
|
|
2024
Q2 | $450K | Sell |
8,407
-2,296
| -21% | -$123K | 0.11% | 145 |
|
|
2024
Q1 | $576K | Sell |
10,703
-1,216
| -10% | -$65.4K | 0.14% | 118 |
|
|
2023
Q4 | $647K | Buy |
+11,919
| New | +$647K | 0.16% | 119 |
|