Certified Advisory Corp’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-350
Closed -$15K 791
2018
Q4
$15K Hold
350
0.01% 485
2018
Q3
$16K Hold
350
0.01% 497
2018
Q2
$16K Hold
350
0.01% 470
2018
Q1
$14K Hold
350
0.01% 468
2017
Q4
$16K Buy
+350
New +$16.6K 0.01% 408

Certified Advisory Corp's WREI Position: Q1 2019 in Review

Certified Advisory Corp sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2019, closing a stake of 350 shares — an estimated $15K sold.

Certified Advisory Corp first reported a position in WREI in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q3 2018. 0 funds tracked by Wall St. Rank hold WREI as of Q1 2019.

  • Certified Advisory Corp reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 350 Invesco Wilshire US REIT ETF shares in Q1 2019, an estimated $15K.
  • Certified Advisory Corp first reported a position in Invesco Wilshire US REIT ETF in Q4 2017 and held it in 5 quarters.
  • Certified Advisory Corp's Invesco Wilshire US REIT ETF position peaked at $16K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2019.

Based on Certified Advisory Corp's 13F filing for Q1 2019, filed 7 May 2019.