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

Investmark 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
-2,697
Closed -$82K – 302
2021
Q4 		$82K Buy
+2,697
New +$78.8K 0.08% 129

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Partners Capital Investment Group
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Jones Financial Companies
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Savant Capital
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Investmark Advisory Group's REET Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares Global REIT ETF (REET) in Q1 2022, closing a stake of 2,697 shares — an estimated $82K sold.

Investmark Advisory Group first reported a position in REET in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 267 funds tracked by Wall St. Rank hold REET as of Q1 2022.

  • Investmark Advisory Group reported no remaining iShares Global REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 2,697 iShares Global REIT ETF shares in Q1 2022, an estimated $82K.
  • Investmark Advisory Group first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's iShares Global REIT ETF position peaked at $82K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.