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Fortitude Advisory Group’s iShares Global REIT ETF REET Stock Holding History

Fortitude Advisory Group’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-325
Closed -$10K – 1579
2021
Q4 		$10K Buy
+325
New +$9.5K 0.01% 1046

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Bank of Montreal
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PCIG
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Jones Financial Companies
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SC
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Wells Fargo
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Fortitude Advisory Group's REET Position: Q1 2022 in Review

Fortitude Advisory Group sold out of iShares Global REIT ETF (REET) in Q1 2022, closing a stake of 325 shares — an estimated $10K sold.

Fortitude Advisory Group first reported a position in REET in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 268 funds tracked by Wall St. Rank hold REET as of Q1 2022.

  • Fortitude Advisory Group reported no remaining iShares Global REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 325 iShares Global REIT ETF shares in Q1 2022, an estimated $10K.
  • Fortitude Advisory Group first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 1 quarter.
  • Fortitude Advisory Group's iShares Global REIT ETF position peaked at $10K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.