BOK Financial Private Wealth’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
Q2
Sell
-48,567
Closed -$930K 189
2020
Q1
$930K Buy
48,567
+12,947
+36% +$248K 0.11% 103
2019
Q4
$984K Sell
35,620
-36,892
-51% -$1.02M 0.08% 103
2019
Q3
$2.04M Buy
72,512
+4,598
+7% +$129K 0.28% 32
2019
Q2
$1.81M Buy
67,914
+875
+1% +$23.3K 0.26% 36
2019
Q1
$1.79M Buy
67,039
+36,312
+118% +$970K 0.24% 33
2018
Q4
$720K Buy
+30,727
New +$720K 0.1% 56