Cardinal Point Wealth 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
2021
Q3
$396K Sell
14,450
-1,675
-10% -$45.9K 0.19% 29
2021
Q2
$447K Sell
16,125
-2,675
-14% -$74.2K 0.2% 30
2021
Q1
$479K Buy
18,800
+2,750
+17% +$70.1K 0.24% 24
2020
Q4
$384K Buy
+16,050
New +$384K 0.2% 25