Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,105
| Closed | -$287K | – | 777 |
|
|
2024
Q1 | $287K | Buy |
+12,105
| New | +$287K | 0.02% | 604 |
|
|
2023
Q4 | – | Sell |
-10,871
| Closed | -$230K | – | 762 |
|
|
2023
Q3 | $230K | Buy |
10,871
+546
| +5% | +$11.6K | 0.02% | 604 |
|
|
2023
Q2 | $237K | Sell |
10,325
-22,988
| -69% | -$528K | 0.02% | 589 |
|
|
2023
Q1 | $764K | Buy |
33,313
+1,240
| +4% | +$28.4K | 0.05% | 333 |
|
|
2022
Q4 | $728K | Buy |
32,073
+1,669
| +5% | +$37.9K | 0.05% | 354 |
|
|
2022
Q3 | $647K | Buy |
30,404
+4,007
| +15% | +$85.3K | 0.05% | 341 |
|
|
2022
Q2 | $638K | Buy |
26,397
+1,245
| +5% | +$30.1K | 0.05% | 351 |
|
|
2022
Q1 | $734K | Sell |
25,152
-3,759
| -13% | -$110K | 0.05% | 360 |
|
|
2021
Q4 | $1.02M | Buy |
28,911
+5,431
| +23% | +$191K | 0.06% | 309 |
|
|
2021
Q3 | $643K | Buy |
23,480
+574
| +3% | +$15.7K | 0.04% | 419 |
|
|
2021
Q2 | $635K | Sell |
22,906
-289
| -1% | -$8.01K | 0.04% | 415 |
|
|
2021
Q1 | $591K | Sell |
23,195
-6
| -0% | -$153 | 0.04% | 430 |
|
|
2020
Q4 | $555K | Sell |
23,201
-2,314
| -9% | -$55.4K | 0.04% | 423 |
|
|
2020
Q3 | $537K | Sell |
25,515
-460
| -2% | -$9.68K | 0.05% | 357 |
|
|
2020
Q2 | $542K | Buy |
+25,975
| New | +$542K | 0.05% | 334 |
|