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