Cornerstone Advisory’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
Q2
Sell
-12,127
Closed -$354K 214
2022
Q1
$354K Sell
12,127
-2,111
-15% -$61.6K 0.05% 177
2021
Q4
$435K Buy
14,238
+4,238
+42% +$129K 0.06% 186
2021
Q3
$274K Buy
+10,000
New +$274K 0.05% 194