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Coppell Advisory Solutions’s iShares Global REIT ETF REET Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-399
Closed -$9.06K – 1845
2023
Q3 		$9.06K Buy
+399
New +$9.13K ﹤0.01% 620
2023
Q1 		– Sell
-399
Closed -$9.06K – 864
2022
Q4 		$9.06K Buy
+399
New +$8.89K ﹤0.01% 629

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Coppell Advisory Solutions's REET Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of iShares Global REIT ETF (REET) in Q4 2023, closing a stake of 399 shares — an estimated $9.06K sold.

Coppell Advisory Solutions first reported a position in REET in Q4 2022 and held it in 2 quarters. The position peaked at $9.06K in Q3 2023. 274 funds tracked by Wall St. Rank hold REET as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining iShares Global REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 399 iShares Global REIT ETF shares in Q4 2023, an estimated $9.06K.
  • Coppell Advisory Solutions first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's iShares Global REIT ETF position peaked at $9.06K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.