VitalStone Financial’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
-151
Closed -$7K 598
2023
Q3
$7K Sell
151
-150
-50% -$6.95K 0.01% 280
2023
Q2
$15K Hold
301
0.01% 590
2023
Q1
$20K Hold
301
0.02% 169
2022
Q4
$15K Buy
+301
New +$15K 0.01% 304