Baker Ellis Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,401
| Closed | -$122K | – | 220 |
|
|
2019
Q4 | $122K | Hold |
4,401
| – | – | 0.03% | 200 |
|
|
2019
Q3 | $124K | Hold |
4,401
| – | – | 0.03% | 209 |
|
|
2019
Q2 | $117K | Buy |
+4,401
| New | +$117K | 0.03% | 212 |
|
|
2019
Q1 | – | Sell |
-4,400
| Closed | -$103K | – | 223 |
|
|
2018
Q4 | $103K | Buy |
+4,400
| New | +$103K | 0.03% | 209 |
|