CWA
Cypress Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-33,487
| Closed | -$886K | – | 202 |
|
|
2016
Q1 | $886K | Hold |
33,487
| – | – | 0.41% | 48 |
|
|
2015
Q4 | $846K | Hold |
33,487
| – | – | 0.43% | 51 |
|
|
2015
Q3 | $808K | Hold |
33,487
| – | – | 0.44% | 52 |
|
|
2015
Q2 | $818K | Buy |
+33,487
| New | +$818K | 0.48% | 56 |
|