WestHill Financial Advisors’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 |
-39
| Closed | -$1.97K | – | 111 |
|
|
2023
Q1 | $1.97K | Hold |
39
| – | – | ﹤0.01% | 110 |
|
|
2022
Q4 | $1.93K | Hold |
39
| – | – | ﹤0.01% | 116 |
|
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 107 |
|
|
2022
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 110 |
|
|
2022
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 117 |
|
|
2021
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 120 |
|
|
2021
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 107 |
|