Cardinal Point Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $840K | Buy |
36,625
+750
| +2% | +$17.2K | 0.26% | 35 |
|
|
2022
Q4 | $815K | Buy |
35,875
+20,270
| +130% | +$460K | 0.28% | 31 |
|
|
2022
Q3 | $326K | Sell |
15,605
-4,920
| -24% | -$103K | 0.16% | 39 |
|
|
2022
Q2 | $496K | Sell |
20,525
-2,000
| -9% | -$48.3K | 0.24% | 34 |
|
|
2022
Q1 | $658K | Buy |
22,525
+4,646
| +26% | +$136K | 0.29% | 29 |
|
|
2021
Q4 | $547K | Buy |
+17,879
| New | +$547K | 0.24% | 27 |
|