Weaver Consulting Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-291
| Closed | -$13K | – | 863 |
|
|
2020
Q3 | $13K | Hold |
291
| – | – | 0.01% | 506 |
|
|
2020
Q2 | $13K | Hold |
291
| – | – | 0.01% | 474 |
|
|
2020
Q1 | $11K | Hold |
291
| – | – | 0.01% | 433 |
|
|
2019
Q4 | $16K | Hold |
291
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $15K | Hold |
291
| – | – | 0.01% | 411 |
|
|
2019
Q2 | $15K | Hold |
291
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $15K | Buy |
+291
| New | +$15K | ﹤0.01% | 820 |
|