FA
Fortis Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,663
| Closed | -$14.7K | – | 93 |
|
|
2023
Q2 | $14.7K | Sell |
14,663
-96
| -0.7% | -$96 | 0.01% | 87 |
|
|
2023
Q1 | $19.3K | Buy |
14,759
+239
| +2% | +$312 | 0.01% | 183 |
|
|
2022
Q4 | $18.9K | Buy |
14,520
+12,995
| +852% | +$17K | 0.01% | 184 |
|
|
2022
Q3 | $6K | Sell |
1,525
-13,719
| -90% | -$54K | ﹤0.01% | 214 |
|
|
2022
Q2 | $20K | Sell |
15,244
-79,747
| -84% | -$105K | 0.01% | 198 |
|
|
2022
Q1 | $2.27M | Buy |
94,991
+77
| +0.1% | +$1.84K | 1.24% | 20 |
|
|
2021
Q4 | $2.35M | Buy |
94,914
+805
| +0.9% | +$19.9K | 1.36% | 19 |
|
|
2021
Q3 | $2.14M | Buy |
94,109
+2,522
| +3% | +$57.4K | 1.31% | 19 |
|
|
2021
Q2 | $2.09M | Buy |
91,587
+1,419
| +2% | +$32.4K | 1.21% | 22 |
|
|
2021
Q1 | $1.81M | Sell |
90,168
-8,817
| -9% | -$177K | 1.28% | 24 |
|
|
2020
Q4 | $2.37M | Sell |
98,985
-12,692
| -11% | -$304K | 2.09% | 17 |
|
|
2020
Q3 | $2.35M | Buy |
111,677
+41,194
| +58% | +$866K | 2.19% | 15 |
|
|
2020
Q2 | $1.47M | Sell |
70,483
-21,618
| -23% | -$451K | 1.46% | 18 |
|
|
2020
Q1 | $1.76M | Buy |
92,101
+19,708
| +27% | +$377K | 1.18% | 18 |
|
|
2019
Q4 | $2M | Buy |
72,393
+4,206
| +6% | +$116K | 1.21% | 16 |
|
|
2019
Q3 | $1.92M | Sell |
68,187
-39
| -0.1% | -$1.1K | 0.9% | 18 |
|
|
2019
Q2 | $1.82M | Buy |
68,226
+4,844
| +8% | +$129K | 0.88% | 17 |
|
|
2019
Q1 | $1.69M | Sell |
63,382
-3,306
| -5% | -$88.4K | 0.89% | 19 |
|
|
2018
Q4 | $1.56M | Buy |
66,688
+2,502
| +4% | +$58.6K | 0.95% | 16 |
|
|
2018
Q3 | $1.62M | Sell |
64,186
-3,807
| -6% | -$96K | 0.91% | 19 |
|
|
2018
Q2 | $1.75M | Buy |
67,993
+981
| +1% | +$25.2K | 1% | 18 |
|
|
2018
Q1 | $1.65M | Buy |
67,012
+64,929
| +3,117% | +$1.59M | 0.91% | 20 |
|
|
2017
Q4 | $54K | Buy |
+2,083
| New | +$54K | 0.03% | 177 |
|