WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45
| Closed | -$2.4K | – | 490 |
|
|
2024
Q1 | $2.4K | Buy |
45
+1
| +2% | +$53 | ﹤0.01% | 460 |
|
|
2023
Q4 | $2.41K | Buy |
+44
| New | +$2.41K | ﹤0.01% | 458 |
|
|
2020
Q2 | – | Sell |
-4,981
| Closed | -$195K | – | 342 |
|
|
2020
Q1 | $195K | Hold |
4,981
| – | – | 0.12% | 157 |
|
|
2019
Q4 | $272K | Hold |
4,981
| – | – | 0.13% | 147 |
|
|
2019
Q3 | $277K | Hold |
4,981
| – | – | 0.15% | 137 |
|
|
2019
Q2 | $259K | Buy |
4,981
+900
| +22% | +$46.8K | 0.15% | 126 |
|
|
2019
Q1 | $211K | Buy |
4,081
+1,900
| +87% | +$98.2K | 0.12% | 138 |
|
|
2018
Q4 | $98K | Hold |
2,181
| – | – | 0.07% | 146 |
|
|
2018
Q3 | $108K | Hold |
2,181
| – | – | 0.06% | 147 |
|
|
2018
Q2 | $108K | Hold |
2,181
| – | – | 0.07% | 135 |
|
|
2018
Q1 | $98K | Buy |
2,181
+560
| +35% | +$25.2K | 0.06% | 133 |
|
|
2017
Q4 | $80K | Buy |
+1,621
| New | +$80K | 0.05% | 144 |
|