Cornerstone Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-9,003
| Closed | -$253K | – | 363 |
|
2019
Q3 | $253K | Sell |
9,003
-877
| -9% | -$24.6K | 0.04% | 293 |
|
2019
Q2 | $265K | Sell |
9,880
-1,668
| -14% | -$44.7K | 0.05% | 299 |
|
2019
Q1 | $428K | Buy |
+11,548
| New | +$428K | 0.05% | 292 |
|
2018
Q4 | – | Sell |
-68,422
| Closed | -$2.68M | – | 953 |
|
2018
Q3 | $2.68M | Sell |
68,422
-88,987
| -57% | -$3.48M | 0.03% | 424 |
|
2018
Q2 | $6.17M | Buy |
+157,409
| New | +$6.17M | 0.07% | 274 |
|