Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-727
| Closed | -$38K | – | 1660 |
|
|
2021
Q1 | $38K | Buy |
727
+4
| +0.6% | +$209 | ﹤0.01% | 933 |
|
|
2020
Q4 | $35K | Sell |
723
-644
| -47% | -$31.2K | ﹤0.01% | 874 |
|
|
2020
Q3 | $60K | Buy |
1,367
+53
| +4% | +$2.33K | 0.01% | 588 |
|
|
2020
Q2 | $57K | Buy |
1,314
+488
| +59% | +$21.2K | 0.01% | 643 |
|
|
2020
Q1 | $36K | Buy |
826
+176
| +27% | +$7.67K | ﹤0.01% | 685 |
|
|
2019
Q4 | $35K | Buy |
+650
| New | +$35K | ﹤0.01% | 762 |
|