Claraphi Advisory Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,196
| Closed | -$238K | – | 210 |
|
|
2022
Q3 | $238K | Buy |
11,196
+2,210
| +25% | +$47K | 0.13% | 160 |
|
|
2022
Q2 | $217K | Sell |
8,986
-967
| -10% | -$23.4K | 0.08% | 232 |
|
|
2022
Q1 | $291K | Sell |
9,953
-2,495
| -20% | -$72.9K | 0.08% | 207 |
|
|
2021
Q4 | $381K | Buy |
12,448
+46
| +0.4% | +$1.41K | 0.13% | 177 |
|
|
2021
Q3 | $340K | Buy |
12,402
+1,579
| +15% | +$43.3K | 0.12% | 195 |
|
|
2021
Q2 | $300K | Buy |
10,823
+376
| +4% | +$10.4K | 0.09% | 241 |
|
|
2021
Q1 | $266K | Buy |
+10,447
| New | +$266K | 0.07% | 256 |
|
|
2020
Q2 | – | Sell |
-6,790
| Closed | -$130K | – | 996 |
|
|
2020
Q1 | $130K | Buy |
+6,790
| New | +$130K | 0.06% | 278 |
|
|
2019
Q4 | – | Sell |
-4,994
| Closed | -$140K | – | 358 |
|
|
2019
Q3 | $140K | Buy |
+4,994
| New | +$140K | 0.08% | 224 |
|