IFP Advisors’s Invesco Wilshire US REIT ETF WREI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-215
| Closed | -$10K | – | 4082 |
|
2018
Q2 | $10K | Hold |
215
| – | – | ﹤0.01% | 2890 |
|
2018
Q1 | $10K | Hold |
215
| – | – | ﹤0.01% | 2817 |
|
2017
Q4 | $10K | Hold |
215
| – | – | ﹤0.01% | 2813 |
|
2017
Q3 | $10K | Hold |
215
| – | – | ﹤0.01% | 3022 |
|
2017
Q2 | $10K | Hold |
215
| – | – | ﹤0.01% | 3025 |
|
2017
Q1 | $10K | Buy |
+215
| New | +$10K | ﹤0.01% | 2922 |
|