Advisor Group’s Invesco Wilshire US REIT ETF WREI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-221
| Closed | -$9K | – | 5431 |
|
|
2018
Q4 | $9K | Hold |
221
| – | – | ﹤0.01% | 4276 |
|
|
2018
Q3 | $10K | Hold |
221
| – | – | ﹤0.01% | 4303 |
|
|
2018
Q2 | $10K | Hold |
221
| – | – | ﹤0.01% | 4092 |
|
|
2018
Q1 | $9K | Hold |
221
| – | – | ﹤0.01% | 4173 |
|
|
2017
Q4 | $10K | Hold |
221
| – | – | ﹤0.01% | 4114 |
|
|
2017
Q3 | $10K | Buy |
221
+149
| +207% | +$6.74K | ﹤0.01% | 4001 |
|
|
2017
Q2 | $3K | Sell |
72
-500
| -87% | -$20.8K | ﹤0.01% | 4455 |
|
|
2017
Q1 | $27K | Buy |
572
+500
| +694% | +$23.6K | ﹤0.01% | 3173 |
|
|
2016
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 4166 |
|
|
2016
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 4025 |
|
|
2016
Q2 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 4022 |
|