Western Wealth Management’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
Q2
Sell
-3,998
Closed -$201K 674
2023
Q1
$201K Buy
+3,998
New +$201K 0.02% 608
2022
Q4
Sell
-8,571
Closed -$407K 792
2022
Q3
$407K Buy
8,571
+3,548
+71% +$168K 0.02% 555
2022
Q2
$267K Buy
+5,023
New +$267K 0.02% 647