B. Riley Wealth Advisors’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 |
-10,706
| Closed | -$230K | – | 1563 |
|
|
2024
Q1 | $230K | Sell |
10,706
-198
| -2% | -$4.25K | 0.01% | 1190 |
|
|
2023
Q4 | $264K | Buy |
10,904
+198
| +2% | +$4.79K | 0.01% | 1112 |
|
|
2023
Q3 | $230K | Buy |
10,706
+304
| +3% | +$6.52K | 0.01% | 1190 |
|
|
2023
Q2 | $239K | Buy |
10,402
+456
| +5% | +$10.5K | 0.01% | 1254 |
|
|
2023
Q1 | $228K | Sell |
9,946
-16
| -0.2% | -$367 | 0.01% | 1226 |
|
|
2022
Q4 | $226K | Sell |
9,962
-1,083
| -10% | -$24.6K | 0.01% | 1185 |
|
|
2022
Q3 | $235K | Buy |
11,045
+1,191
| +12% | +$25.3K | 0.01% | 1149 |
|
|
2022
Q2 | $239K | Buy |
9,854
+25
| +0.3% | +$606 | 0.01% | 968 |
|
|
2022
Q1 | $288K | Buy |
9,829
+199
| +2% | +$5.83K | 0.01% | 1035 |
|
|
2021
Q4 | $295K | Sell |
9,630
-582
| -6% | -$17.8K | 0.01% | 1087 |
|
|
2021
Q3 | $280K | Sell |
10,212
-31
| -0.3% | -$850 | 0.01% | 1079 |
|
|
2021
Q2 | $284K | Buy |
10,243
+149
| +1% | +$4.13K | 0.01% | 1052 |
|
|
2021
Q1 | $258K | Buy |
10,094
+798
| +9% | +$20.4K | 0.01% | 1074 |
|
|
2020
Q4 | $223K | Buy |
+9,296
| New | +$223K | 0.01% | 889 |
|
|
2020
Q1 | – | Sell |
-7,269
| Closed | -$201K | – | 877 |
|
|
2019
Q4 | $201K | Buy |
+7,269
| New | +$201K | 0.02% | 759 |
|