Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$98K | – | 5027 |
|
|
2016
Q3 | $98K | Buy |
+2,000
| New | +$98K | ﹤0.01% | 2276 |
|
|
2015
Q4 | – | Sell |
-156
| Closed | -$7K | – | 4855 |
|
|
2015
Q3 | $7K | Hold |
156
| – | – | ﹤0.01% | 3788 |
|
|
2015
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 3924 |
|
|
2015
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 3858 |
|
|
2014
Q4 | $7K | Buy |
+156
| New | +$7K | ﹤0.01% | 3607 |
|