Boltwood Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-8,300
| Closed | -$201K | – | 152 |
|
2022
Q2 | $201K | Sell |
8,300
-1,310
| -14% | -$31.7K | 0.09% | 147 |
|
2022
Q1 | $281K | Sell |
9,610
-10
| -0.1% | -$292 | 0.11% | 140 |
|
2021
Q4 | $294K | Hold |
9,620
| – | – | 0.11% | 136 |
|
2021
Q3 | $264K | Hold |
9,620
| – | – | 0.11% | 140 |
|
2021
Q2 | $267K | Hold |
9,620
| – | – | 0.11% | 140 |
|
2021
Q1 | $245K | Sell |
9,620
-60
| -0.6% | -$1.53K | 0.11% | 140 |
|
2020
Q4 | $232K | Sell |
9,680
-3,940
| -29% | -$94.4K | 0.11% | 134 |
|
2020
Q3 | $286K | Buy |
13,620
+2,335
| +21% | +$49K | 0.16% | 124 |
|
2020
Q2 | $236K | Buy |
+11,285
| New | +$236K | 0.14% | 120 |
|