Mutual Advisors’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 |
-10,790
| Closed | -$256K | – | 1142 |
|
|
2024
Q1 | $256K | Sell |
10,790
-236
| -2% | -$5.59K | 0.01% | 936 |
|
|
2023
Q4 | $267K | Buy |
11,026
+1,286
| +13% | +$31.1K | 0.01% | 855 |
|
|
2023
Q3 | $206K | Buy |
9,740
+178
| +2% | +$3.77K | 0.01% | 911 |
|
|
2023
Q2 | $220K | Sell |
9,562
-60
| -0.6% | -$1.38K | 0.01% | 914 |
|
|
2023
Q1 | $221K | Sell |
9,622
-420
| -4% | -$9.63K | 0.01% | 886 |
|
|
2022
Q4 | $228K | Sell |
10,042
-490
| -5% | -$11.1K | 0.01% | 827 |
|
|
2022
Q3 | $224K | Buy |
+10,532
| New | +$224K | 0.01% | 797 |
|
|
2021
Q1 | – | Sell |
-14,335
| Closed | -$343K | – | 816 |
|
|
2020
Q4 | $343K | Buy |
14,335
+1,349
| +10% | +$32.3K | 0.03% | 571 |
|
|
2020
Q3 | $273K | Buy |
12,986
+712
| +6% | +$15K | 0.02% | 561 |
|
|
2020
Q2 | $256K | Buy |
+12,274
| New | +$256K | 0.03% | 539 |
|