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