Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-295
| Closed | -$15.8K | – | 857 |
|
|
2024
Q2 | $15.8K | Hold |
295
| – | – | 0.01% | 555 |
|
|
2024
Q1 | $15.9K | Hold |
295
| – | – | 0.01% | 550 |
|
|
2023
Q4 | $16K | Sell |
295
-1,296
| -81% | -$70.4K | 0.01% | 540 |
|
|
2023
Q3 | $75K | Buy |
1,591
+144
| +10% | +$6.79K | 0.04% | 285 |
|
|
2023
Q2 | $74K | Buy |
+1,447
| New | +$74K | 0.04% | 286 |
|
|
2022
Q4 | $39K | Hold |
797
| – | – | 0.03% | 350 |
|
|
2022
Q3 | $38K | Hold |
797
| – | – | 0.03% | 336 |
|
|
2022
Q2 | $43K | Hold |
797
| – | – | 0.03% | 340 |
|
|
2022
Q1 | $52K | Sell |
797
-6
| -0.7% | -$391 | 0.03% | 335 |
|
|
2021
Q4 | $54K | Buy |
+803
| New | +$54K | 0.03% | 344 |
|