FGAM
RTL

Financial Gravity Asset Management’s ISHARES TR RETAIL REAL ESTATE CAPPED ETF RTL Stock Holding History

Financial Gravity Asset Management’s Portfolio RTL Stock Details RTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,603
Closed -$27K – 1452
2019
Q4 		$27K Buy
+1,603
New +$27K 0.02% 920

Financial Gravity Asset Management's RTL Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of ISHARES TR RETAIL REAL ESTATE CAPPED ETF (RTL) in Q1 2020, closing a stake of 1,603 shares — an estimated $27K sold.

Financial Gravity Asset Management first reported a position in RTL in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 0 funds tracked by Wall St. Rank hold RTL as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining ISHARES TR RETAIL REAL ESTATE CAPPED ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,603 ISHARES TR RETAIL REAL ESTATE CAPPED ETF shares in Q1 2020, an estimated $27K.
  • Financial Gravity Asset Management first reported a position in ISHARES TR RETAIL REAL ESTATE CAPPED ETF in Q4 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's ISHARES TR RETAIL REAL ESTATE CAPPED ETF position peaked at $27K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held ISHARES TR RETAIL REAL ESTATE CAPPED ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.