Brio Consultants’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
Q2 | – | Sell |
-12,883
| Closed | -$376K | – | 88 |
|
|
2022
Q1 | $376K | Sell |
12,883
-1,709
| -12% | -$49.9K | 0.08% | 60 |
|
|
2021
Q4 | $447K | Buy |
14,592
+995
| +7% | +$30.5K | 0.11% | 52 |
|
|
2021
Q3 | $373K | Buy |
13,597
+45
| +0.3% | +$1.23K | 0.09% | 61 |
|
|
2021
Q2 | $376K | Sell |
13,552
-1,148
| -8% | -$31.9K | 0.1% | 58 |
|
|
2021
Q1 | $375K | Buy |
14,700
+1,324
| +10% | +$33.8K | 0.11% | 54 |
|
|
2020
Q4 | $320K | Buy |
13,376
+1,648
| +14% | +$39.4K | 0.1% | 54 |
|
|
2020
Q3 | $247K | Buy |
11,728
+109
| +0.9% | +$2.3K | 0.07% | 65 |
|
|
2020
Q2 | $243K | Sell |
11,619
-6,416
| -36% | -$134K | 0.08% | 59 |
|
|
2020
Q1 | $345K | Sell |
18,035
-995
| -5% | -$19K | 0.14% | 49 |
|
|
2019
Q4 | $526K | Buy |
19,030
+1,071
| +6% | +$29.6K | 0.18% | 46 |
|
|
2019
Q3 | $504K | Buy |
17,959
+1,210
| +7% | +$34K | 0.19% | 45 |
|
|
2019
Q2 | $447K | Buy |
16,749
+1,841
| +12% | +$49.1K | 0.18% | 44 |
|
|
2019
Q1 | $398K | Sell |
14,908
-2,548
| -15% | -$68K | 0.18% | 45 |
|
|
2018
Q4 | $409K | Buy |
+17,456
| New | +$409K | 0.21% | 44 |
|