Foresight Wealth Management, LLC USRT Holdings History
Foresight Wealth Management, LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2022-12-31, Foresight Wealth Management, LLC held 5,531.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $273,500.00. This investment constitutes 3.92% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.01% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2018Q4. And since then Foresight Wealth Management, LLC has made 10 purchases of USRT, at an average price of $47.97, for a total of 63,126.00 shares. In addition, there have been 6 sales at an average price of $49.86 for 57,595.00 shares. Based on historical transaction data and USRT's current price of $56.92, Foresight Wealth Management, LLC's estimated gain on his USRT holdings is $158,517.55, reflecting a 5.23% gain to date.
Foresight Wealth Management, LLC USRT ($56.92) Holding Chart
Foresight Wealth Management, LLC USRT ($56.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
