FormulaFolio Investments’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-65,830
| Closed | -$1.26M | – | 320 |
|
2020
Q1 | $1.26M | Sell |
65,830
-766,043
| -92% | -$14.7M | 0.07% | 104 |
|
2019
Q4 | $23M | Sell |
831,873
-48,116
| -5% | -$1.33M | 0.82% | 31 |
|
2019
Q3 | $24.7M | Sell |
879,989
-86,947
| -9% | -$2.44M | 0.95% | 21 |
|
2019
Q2 | $25.8M | Sell |
966,936
-27,847
| -3% | -$743K | 1.09% | 21 |
|
2019
Q1 | $26.6M | Sell |
994,783
-297,995
| -23% | -$7.96M | 1.17% | 21 |
|
2018
Q4 | $32.6M | Hold |
1,292,778
| – | – | 1.43% | 19 |
|
2018
Q3 | $32.6M | Buy |
+1,292,778
| New | +$32.6M | 1.43% | 19 |
|