United Capital 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
Q4 | – | Sell |
-4,638
| Closed | -$219K | – | 1120 |
|
|
2023
Q3 | $219K | Buy |
+4,638
| New | +$219K | ﹤0.01% | 785 |
|
|
2023
Q2 | – | Sell |
-4,784
| Closed | -$241K | – | 975 |
|
|
2023
Q1 | $241K | Buy |
+4,784
| New | +$241K | ﹤0.01% | 878 |
|
|
2022
Q1 | – | Sell |
-3,375
| Closed | -$228K | – | 1224 |
|
|
2021
Q4 | $228K | Buy |
+3,375
| New | +$228K | ﹤0.01% | 1106 |
|
|
2021
Q3 | – | Sell |
-3,941
| Closed | -$230K | – | 1240 |
|
|
2021
Q2 | $230K | Buy |
+3,941
| New | +$230K | ﹤0.01% | 1110 |
|
|
2021
Q1 | – | Sell |
-4,991
| Closed | -$242K | – | 1230 |
|
|
2020
Q4 | $242K | Buy |
+4,991
| New | +$242K | ﹤0.01% | 1065 |
|
|
2020
Q1 | – | Sell |
-5,341
| Closed | -$292K | – | 1356 |
|
|
2019
Q4 | $292K | Sell |
5,341
-1,226
| -19% | -$67K | ﹤0.01% | 1132 |
|
|
2019
Q3 | $365K | Buy |
+6,567
| New | +$365K | ﹤0.01% | 1027 |
|