Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.86K | Buy |
258
+129
| +100% | +$2.93K | ﹤0.01% | 857 |
|
|
2022
Q3 | $3K | Hold |
129
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $3.12K | Sell |
129
-582
| -82% | -$14.1K | ﹤0.01% | 832 |
|
|
2022
Q1 | $21K | Buy |
+711
| New | +$21K | 0.01% | 595 |
|
|
2021
Q3 | $111K | Sell |
4,048
-5,488
| -58% | -$150K | 0.04% | 320 |
|
|
2021
Q2 | $264K | Sell |
9,536
-4,680
| -33% | -$130K | 0.1% | 176 |
|
|
2021
Q1 | $362K | Buy |
+14,216
| New | +$362K | 0.2% | 89 |
|