Kingsview Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,636
| Closed | -$370K | – | 1104 |
|
2024
Q1 | $370K | Buy |
15,636
+83
| +0.5% | +$1.97K | 0.01% | 746 |
|
2023
Q4 | $376K | Sell |
15,553
-2
| -0% | -$48 | 0.01% | 707 |
|
2023
Q3 | $329K | Buy |
15,555
+841
| +6% | +$17.8K | 0.01% | 725 |
|
2023
Q2 | $338K | Buy |
14,714
+152
| +1% | +$3.49K | 0.01% | 710 |
|
2023
Q1 | $334K | Sell |
14,562
-15
| -0.1% | -$344 | 0.01% | 676 |
|
2022
Q4 | $331K | Sell |
14,577
-1,928
| -12% | -$43.8K | 0.01% | 629 |
|
2022
Q3 | $351K | Buy |
16,505
+64
| +0.4% | +$1.36K | 0.02% | 596 |
|
2022
Q2 | $398K | Buy |
+16,441
| New | +$398K | 0.02% | 587 |
|