FAM
Formidable Asset Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,881
| Closed | -$230K | – | 304 |
|
|
2023
Q3 | $230K | Sell |
10,881
-275
| -2% | -$5.82K | 0.05% | 246 |
|
|
2023
Q2 | $256K | Hold |
11,156
| – | – | 0.06% | 233 |
|
|
2023
Q1 | $255K | Hold |
11,156
| – | – | 0.05% | 239 |
|
|
2022
Q4 | $253K | Hold |
11,156
| – | – | 0.06% | 245 |
|
|
2022
Q3 | $242K | Sell |
11,156
-21
| -0.2% | -$456 | 0.06% | 247 |
|
|
2022
Q2 | $273K | Sell |
11,177
-943
| -8% | -$23K | 0.06% | 242 |
|
|
2022
Q1 | $354K | Buy |
12,120
+4
| +0% | +$117 | 0.07% | 238 |
|
|
2021
Q4 | $370K | Sell |
12,116
-349
| -3% | -$10.7K | 0.07% | 226 |
|
|
2021
Q3 | $342K | Sell |
12,465
-289
| -2% | -$7.93K | 0.06% | 250 |
|
|
2021
Q2 | $364K | Sell |
12,754
-38,813
| -75% | -$1.11M | 0.08% | 203 |
|
|
2021
Q1 | $1.33M | Buy |
51,567
+26,223
| +103% | +$674K | 0.29% | 85 |
|
|
2020
Q4 | $603K | Buy |
25,344
+3,556
| +16% | +$84.6K | 0.14% | 134 |
|
|
2020
Q3 | $461K | Buy |
+21,788
| New | +$461K | 0.13% | 137 |
|