MSI 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 | $171K | Buy |
3,652
+901
| +33% | +$42.2K | 0.01% | 1177 |
|
|
2016
Q3 | $135K | Buy |
2,751
+1,525
| +124% | +$74.8K | ﹤0.01% | 1264 |
|
|
2016
Q2 | $61K | Buy |
1,226
+395
| +48% | +$19.7K | ﹤0.01% | 1712 |
|
|
2016
Q1 | $39K | Buy |
831
+549
| +195% | +$25.8K | ﹤0.01% | 1896 |
|
|
2015
Q4 | $13K | Buy |
282
+99
| +54% | +$4.56K | ﹤0.01% | 2584 |
|
|
2015
Q3 | $8K | Hold |
183
| – | – | ﹤0.01% | 2205 |
|
|
2015
Q2 | $8K | Hold |
183
| – | – | ﹤0.01% | 2269 |
|
|
2015
Q1 | $9K | Hold |
183
| – | – | ﹤0.01% | 2221 |
|
|
2014
Q4 | $8K | Buy |
+183
| New | +$8K | ﹤0.01% | 1962 |
|
|
2013
Q3 | – | Sell |
-1,600
| Closed | -$61K | – | 2482 |
|
|
2013
Q2 | $61K | Buy |
+1,600
| New | +$61K | 0.01% | 814 |
|