SBK Financial, Inc. USRT Holdings History
SBK Financial, Inc.'s iShares Core U.S. REIT ETF Holding Summary
As of 2022-12-31, SBK Financial, Inc. held 74,418.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $3.68 Mil. This investment constitutes 5.84% of their stock portfolio, and SBK Financial, Inc. now holds 0.2% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2021Q4. In addition, there have been 4 sales at an average price of $57.46 for 445,925.00 shares. Based on historical transaction data and USRT's current price of $57.68, SBK Financial, Inc.'s estimated gain on his USRT holdings is $-2.99 Mil, reflecting a -9.08% gain to date.
SBK Financial, Inc. USRT ($57.68) Holding Chart
SBK Financial, Inc. USRT ($57.68) 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 % | |||
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