Advocacy Wealth Management Services’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25,227
| Closed | -$636K | – | 173 |
|
|
2018
Q3 | $636K | Buy |
25,227
+3,329
| +15% | +$83.9K | 0.39% | 11 |
|
|
2018
Q2 | $562K | Hold |
21,898
| – | – | 0.37% | 12 |
|
|
2018
Q1 | $538K | Hold |
21,898
| – | – | 0.37% | 12 |
|
|
2017
Q4 | $571K | Hold |
21,898
| – | – | 0.39% | 12 |
|
|
2017
Q3 | $560K | Buy |
+21,898
| New | +$560K | 0.22% | 16 |
|