CreativeOne Wealth’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
2020
Q1
Sell
-8,064
Closed -$223K 230
2019
Q4
$223K Sell
8,064
-6,028
-43% -$167K 0.04% 199
2019
Q3
$396K Sell
14,092
-14,083
-50% -$396K 0.08% 107
2019
Q2
$752K Buy
28,175
+7,540
+37% +$201K 0.16% 72
2019
Q1
$552K Buy
20,635
+3,144
+18% +$84.1K 0.14% 64
2018
Q4
$410K Buy
17,491
+5,947
+52% +$139K 0.14% 63
2018
Q3
$291K Buy
+11,544
New +$291K 0.11% 57