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CFS Investment Advisory Services’s iShares Global REIT ETF REET Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-14,315
Closed -$1K – 230
2022
Q3 		$1K Buy
+14,315
New +$353K ﹤0.01% 208
2022
Q2 		– Sell
-19,658
Closed -$1K – 460
2022
Q1 		$1K Buy
+19,658
New +$561K ﹤0.01% 383

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CFS Investment Advisory Services's REET Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 14,315 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in REET in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 14,315 iShares Global REIT ETF shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in iShares Global REIT ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's iShares Global REIT ETF position peaked at $1K in Q3 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.