Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 272 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 355 |
|
|
2021
Q2 | $1K | Sell |
22
-175
| -89% | -$7.96K | ﹤0.01% | 321 |
|
|
2021
Q1 | $5K | Buy |
+197
| New | +$5K | ﹤0.01% | 272 |
|
|
2020
Q3 | $4K | Hold |
197
| – | – | ﹤0.01% | 218 |
|
|
2020
Q2 | $4K | Sell |
197
-300
| -60% | -$6.09K | ﹤0.01% | 218 |
|
|
2020
Q1 | $12.2K | Buy |
+497
| New | +$12.2K | 0.01% | 181 |
|
|
2019
Q4 | – | Sell |
-296
| Closed | -$8K | – | 207 |
|
|
2019
Q3 | $8K | Hold |
296
| – | – | 0.01% | 192 |
|
|
2019
Q2 | $8K | Buy |
296
+9
| +3% | +$243 | 0.01% | 205 |
|
|
2019
Q1 | $8K | Sell |
287
-83
| -22% | -$2.31K | 0.01% | 199 |
|
|
2018
Q4 | $9K | Sell |
370
-124
| -25% | -$3.02K | 0.01% | 200 |
|
|
2018
Q3 | $12.5K | Sell |
494
-3
| -0.6% | -$76 | 0.01% | 192 |
|
|
2018
Q2 | $12.8K | Hold |
497
| – | – | 0.01% | 188 |
|
|
2018
Q1 | $12.2K | Buy |
+497
| New | +$12.2K | 0.01% | 181 |
|