WKWM
Walter & Keenan 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 | $1.02M | Sell |
18,024
-65
| -0.4% | -$3.68K | 0.3% | 74 |
|
|
2025
Q1 | $1.04M | Buy |
18,089
+35
| +0.2% | +$2.02K | 0.31% | 74 |
|
|
2024
Q4 | $1.03M | Buy |
18,054
+1,303
| +8% | +$74.7K | 0.31% | 78 |
|
|
2024
Q3 | $1.03M | Buy |
16,751
+1,745
| +12% | +$107K | 0.31% | 76 |
|
|
2024
Q2 | $804K | Sell |
15,006
-801
| -5% | -$42.9K | 0.26% | 82 |
|
|
2024
Q1 | $850K | Sell |
15,807
-7,883
| -33% | -$424K | 0.28% | 75 |
|
|
2023
Q4 | $1.29M | Sell |
23,690
-129
| -0.5% | -$7K | 0.46% | 59 |
|
|
2023
Q3 | $1.12M | Sell |
23,819
-2,485
| -9% | -$117K | 0.44% | 61 |
|
|
2023
Q2 | $1.35M | Buy |
26,304
+2,583
| +11% | +$133K | 0.5% | 55 |
|
|
2023
Q1 | $1.2M | Buy |
23,721
+15,625
| +193% | +$788K | 0.45% | 61 |
|
|
2022
Q4 | $400K | Buy |
+8,096
| New | +$400K | 0.16% | 106 |
|