WealthShield Partners’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $28.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.4K | Buy |
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|
2023
Q4 | $2.41K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $195K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $259K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $98K | Hold |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $108K | Hold |
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|
2018
Q1 | $98K | Buy |
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|
2017
Q4 | $80K | Buy |
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