CWM
REET icon

Cornerstone Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Cornerstone Wealth Management’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
2019
Q4 		– Sell
-9,003
Closed -$253K – 366
2019
Q3 		$253K Sell
9,003
-877
-9% -$24K 0.04% 293
2019
Q2 		$265K Sell
9,880
-1,668
-14% -$44.6K 0.05% 299
2019
Q1 		$428K Buy
+11,548
New +$297K 0.05% 292

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Cornerstone Wealth Management's REET Position: Q4 2019 in Review

Cornerstone Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2019, closing a stake of 9,003 shares — an estimated $253K sold.

Cornerstone Wealth Management first reported a position in REET in Q1 2019 and held it in 3 quarters. The position peaked at $428K in Q1 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

  • Cornerstone Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,003 iShares Global REIT ETF shares in Q4 2019, an estimated $253K.
  • Cornerstone Wealth Management first reported a position in iShares Global REIT ETF in Q1 2019 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares Global REIT ETF position peaked at $428K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Cornerstone Wealth Management's 13F filing for Q4 2019, filed 20 Feb 2020.