Wiser 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
Q4 | – | Sell |
-138,423
| Closed | -$6.53M | – | 39 |
|
|
2023
Q3 | $6.53M | Buy |
138,423
+4,497
| +3% | +$212K | 2.66% | 11 |
|
|
2023
Q2 | $6.89M | Buy |
133,926
+7,048
| +6% | +$362K | 2.76% | 11 |
|
|
2023
Q1 | $6.39M | Buy |
126,878
+8,620
| +7% | +$434K | 2.73% | 11 |
|
|
2022
Q4 | $5.85M | Buy |
118,258
+2,665
| +2% | +$132K | 2.7% | 11 |
|
|
2022
Q3 | $5.49M | Buy |
115,593
+9,181
| +9% | +$436K | 2.87% | 11 |
|
|
2022
Q2 | $5.68M | Buy |
+106,412
| New | +$5.68M | 2.94% | 11 |
|