Divergent Wealth Advisors’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 |
-99,800
| Closed | -$2.76M | – | 40 |
|
2019
Q4 | $2.76M | Sell |
99,800
-28,915
| -22% | -$798K | 0.81% | 18 |
|
2019
Q3 | $3.61M | Buy |
128,715
+27,481
| +27% | +$772K | 1.12% | 17 |
|
2019
Q2 | $2.7M | Sell |
101,234
-26,057
| -20% | -$695K | 0.86% | 17 |
|
2019
Q1 | $3.4M | Sell |
127,291
-30,694
| -19% | -$820K | 1.13% | 17 |
|
2018
Q4 | $3.7M | Buy |
157,985
+157,272
| +22,058% | +$3.68M | 1.37% | 16 |
|
2018
Q3 | $17K | Buy |
+713
| New | +$17K | 0.01% | 100 |
|