Oak Harbor Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-143
| Closed | -$3.03K | – | 237 |
|
2023
Q3 | $3.03K | Hold |
143
| – | – | ﹤0.01% | 216 |
|
2023
Q2 | $3.29K | Hold |
143
| – | – | ﹤0.01% | 228 |
|
2023
Q1 | $3.28K | Hold |
143
| – | – | ﹤0.01% | 220 |
|
2022
Q4 | $3.25K | Hold |
143
| – | – | ﹤0.01% | 214 |
|
2022
Q3 | $3K | Sell |
143
-344
| -71% | -$7.22K | ﹤0.01% | 206 |
|
2022
Q2 | $12K | Hold |
487
| – | – | ﹤0.01% | 199 |
|
2022
Q1 | $14K | Hold |
487
| – | – | ﹤0.01% | 215 |
|
2021
Q4 | $15K | Buy |
+487
| New | +$15K | 0.01% | 219 |
|