Heck Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-105,145
| Closed | -$2.68M | – | 120 |
|
|
2021
Q1 | $2.68M | Sell |
105,145
-837
| -0.8% | -$21.3K | 0.59% | 34 |
|
|
2020
Q4 | $2.54M | Sell |
105,982
-19,847
| -16% | -$475K | 0.62% | 33 |
|
|
2020
Q3 | $2.65M | Sell |
125,829
-46,792
| -27% | -$984K | 0.74% | 28 |
|
|
2020
Q2 | $3.6M | Sell |
172,621
-4,387
| -2% | -$91.6K | 0.76% | 23 |
|
|
2020
Q1 | $3.39M | Buy |
+177,008
| New | +$3.39M | 0.98% | 19 |
|