Wayfinding 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	-6,350	Closed	-$293K	–	126
2023 Q3	$293K	Buy	6,350 +458	+8%	+$21.1K	0.22%	77
2023 Q2	$310K	Buy	5,892 +779	+15%	+$41K	0.22%	75
2023 Q1	$257K	Buy	+5,113	New	+$257K	0.2%	88