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Carolinas Wealth Consulting’s iShares Global REIT ETF REET Stock Holding History

Carolinas Wealth Consulting’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-82
Closed -$2K – 987
2020
Q4 		$2K Sell
82
-657
-89% -$14.8K ﹤0.01% 754
2020
Q3 		$16K Sell
739
-268
-27% -$5.73K 0.01% 417
2020
Q2 		$21K Buy
+1,007
New +$20.4K 0.01% 285

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Carolinas Wealth Consulting's REET Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 82 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in REET in Q2 2020 and held it in 3 quarters. The position peaked at $21K in Q2 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 82 iShares Global REIT ETF shares in Q1 2021, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's iShares Global REIT ETF position peaked at $21K in Q2 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.