Cetera Advisors’s Invesco Wilshire US REIT ETF WREI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-26,885
| Closed | -$1.13M | – | 760 |
|
2015
Q2 | $1.13M | Buy |
26,885
+182
| +0.7% | +$7.68K | 0.1% | 229 |
|
2015
Q1 | $1.27M | Buy |
26,703
+1,815
| +7% | +$86.1K | 0.12% | 205 |
|
2014
Q4 | $1.15M | Buy |
24,888
+21
| +0.1% | +$972 | 0.11% | 211 |
|
2014
Q3 | $992K | Buy |
24,867
+352
| +1% | +$14K | 0.08% | 215 |
|
2014
Q2 | $1.01M | Buy |
24,515
+332
| +1% | +$13.7K | 0.11% | 215 |
|
2014
Q1 | $948K | Buy |
24,183
+411
| +2% | +$16.1K | 0.13% | 185 |
|
2013
Q4 | $845K | Buy |
23,772
+127
| +0.5% | +$4.51K | 0.12% | 188 |
|
2013
Q3 | $856K | Buy |
23,645
+848
| +4% | +$30.7K | 0.15% | 161 |
|
2013
Q2 | $873K | Buy |
+22,797
| New | +$873K | 0.18% | 149 |
|