Avior Wealth Management’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
2024
Q2
Sell
-313
Closed -$7.41K 3400
2024
Q1
$7.41K Buy
+313
New +$7.41K ﹤0.01% 1963
2022
Q1
Sell
-1,676
Closed -$51K 1221
2021
Q4
$51K Buy
1,676
+1,003
+149% +$30.5K ﹤0.01% 589
2021
Q3
$18K Buy
673
+114
+20% +$3.05K ﹤0.01% 693
2021
Q2
$15K Buy
559
+4
+0.7% +$107 ﹤0.01% 688
2021
Q1
$14K Buy
555
+5
+0.9% +$126 ﹤0.01% 711
2020
Q4
$13K Sell
550
-47
-8% -$1.11K ﹤0.01% 676
2020
Q3
$12K Sell
597
-499
-46% -$10K ﹤0.01% 663
2020
Q2
$22K Buy
+1,096
New +$22K ﹤0.01% 560