LWP
Laurel Wealth Planning’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-824
| Closed | -$18.7K | – | 163 |
|
|
2022
Q4 | $18.7K | Hold |
824
| – | – | 0.01% | 133 |
|
|
2022
Q3 | $18K | Hold |
824
| – | – | 0.01% | 140 |
|
|
2022
Q2 | $20K | Hold |
824
| – | – | 0.01% | 136 |
|
|
2022
Q1 | $24K | Sell |
824
-293
| -26% | -$8.53K | 0.02% | 153 |
|
|
2021
Q4 | $34K | Hold |
1,117
| – | – | 0.03% | 98 |
|
|
2021
Q3 | $31K | Hold |
1,117
| – | – | 0.03% | 99 |
|
|
2021
Q2 | $31K | Sell |
1,117
-4,746
| -81% | -$132K | 0.03% | 73 |
|
|
2021
Q1 | $149K | Hold |
5,863
| – | – | 0.14% | 50 |
|
|
2020
Q4 | $140K | Buy |
+5,863
| New | +$140K | 0.14% | 48 |
|