Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-661
| Closed | -$15.2K | – | 1219 |
|
|
2023
Q2 | $15.2K | Hold |
661
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $15.2K | Hold |
661
| – | – | 0.01% | 323 |
|
|
2022
Q4 | $15K | Hold |
661
| – | – | 0.01% | 299 |
|
|
2022
Q3 | $14K | Hold |
661
| – | – | 0.01% | 341 |
|
|
2022
Q2 | $16K | Sell |
661
-585
| -47% | -$14.2K | 0.01% | 345 |
|
|
2022
Q1 | $36K | Hold |
1,246
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $38K | Hold |
1,246
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $34K | Hold |
1,246
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $35K | Hold |
1,246
| – | – | 0.02% | 222 |
|
|
2021
Q1 | $32K | Buy |
1,246
+29
| +2% | +$745 | 0.02% | 201 |
|
|
2020
Q4 | $29K | Sell |
1,217
-60
| -5% | -$1.43K | 0.02% | 180 |
|
|
2020
Q3 | $27K | Hold |
1,277
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $27K | Buy |
1,277
+14
| +1% | +$296 | 0.02% | 202 |
|
|
2020
Q1 | $24K | Hold |
1,263
| – | – | 0.02% | 203 |
|
|
2019
Q4 | $35K | Buy |
+1,263
| New | +$35K | 0.03% | 192 |
|