OPWM
Oakwell Private Wealth Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-289,951
| Closed | -$6.65M | – | 61 |
|
|
2023
Q1 | $6.65M | Buy |
289,951
+12,158
| +4% | +$279K | 3.03% | 8 |
|
|
2022
Q4 | $6.31M | Buy |
277,793
+22,508
| +9% | +$511K | 3.01% | 8 |
|
|
2022
Q3 | $5.43M | Sell |
255,285
-16,566
| -6% | -$352K | 3.01% | 9 |
|
|
2022
Q2 | $6.57M | Buy |
271,851
+11,166
| +4% | +$270K | 3.75% | 6 |
|
|
2022
Q1 | $7.62M | Buy |
260,685
+12,581
| +5% | +$368K | 3.83% | 6 |
|
|
2021
Q4 | $7.59M | Buy |
248,104
+10,146
| +4% | +$311K | 3.78% | 6 |
|
|
2021
Q3 | $6.52M | Buy |
237,958
+88,957
| +60% | +$2.44M | 3.53% | 8 |
|
|
2021
Q2 | $4.13M | Buy |
149,001
+12,318
| +9% | +$341K | 2.65% | 8 |
|
|
2021
Q1 | $3.48M | Buy |
136,683
+5,350
| +4% | +$136K | 2.47% | 11 |
|
|
2020
Q4 | $3.14M | Buy |
+131,333
| New | +$3.14M | 2.47% | 11 |
|