ULWM
Upper Left Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
4,786
| – | – | 0.18% | 58 |
|
|
2025
Q1 | $276K | Hold |
4,786
| – | – | 0.2% | 56 |
|
|
2024
Q4 | $274K | Sell |
4,786
-52
| -1% | -$2.98K | 0.23% | 55 |
|
|
2024
Q3 | $293K | Sell |
4,838
-26
| -0.5% | -$1.57K | 0.26% | 54 |
|
|
2024
Q2 | $261K | Sell |
4,864
-6
| -0.1% | -$321 | 0.24% | 56 |
|
|
2024
Q1 | $262K | Sell |
4,870
-626
| -11% | -$33.7K | 0.24% | 56 |
|
|
2023
Q4 | $298K | Buy |
5,496
+432
| +9% | +$23.5K | 0.29% | 59 |
|
|
2023
Q3 | $239K | Buy |
+5,064
| New | +$239K | 0.25% | 57 |
|