Valtinson Bruner Financial Planning’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
2020 Q2	–	Sell	-19,352	Closed	-$787K	–	80
2020 Q1	$787K	Sell	19,352 -589	-3%	-$24K	0.63%	30
2019 Q4	$1.08M	Buy	19,941 +991	+5%	+$53.9K	0.78%	27
2019 Q3	$1.05M	Buy	+18,950	New	+$1.05M	0.86%	24