Dynamic Advisor Solutions’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,369
| Closed | -$227K | – | 729 |
|
|
2022
Q2 | $227K | Sell |
9,369
-15,250
| -62% | -$369K | 0.02% | 615 |
|
|
2022
Q1 | $719K | Sell |
24,619
-4,952
| -17% | -$145K | 0.05% | 344 |
|
|
2021
Q4 | $905K | Sell |
29,571
-2,830
| -9% | -$86.6K | 0.06% | 299 |
|
|
2021
Q3 | $888K | Buy |
32,401
+3,050
| +10% | +$83.6K | 0.07% | 317 |
|
|
2021
Q2 | $814K | Buy |
29,351
+14,227
| +94% | +$395K | 0.06% | 309 |
|
|
2021
Q1 | $385K | Buy |
+15,124
| New | +$385K | 0.04% | 440 |
|
|
2019
Q4 | – | Sell |
-21,881
| Closed | -$614K | – | 577 |
|
|
2019
Q3 | $614K | Buy |
21,881
+190
| +0.9% | +$5.33K | 0.1% | 240 |
|
|
2019
Q2 | $579K | Buy |
21,691
+1,279
| +6% | +$34.1K | 0.09% | 232 |
|
|
2019
Q1 | $545K | Buy |
20,412
+197
| +1% | +$5.26K | 0.1% | 210 |
|
|
2018
Q4 | $512K | Buy |
+20,215
| New | +$512K | 0.11% | 201 |
|