One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,952
| Closed | -$52K | – | 408 |
|
|
2019
Q1 | $52K | Buy |
+1,952
| New | +$52K | 0.04% | 232 |
|
|
2018
Q4 | – | Sell |
-1,267
| Closed | -$33K | – | 392 |
|
|
2018
Q3 | $33K | Hold |
1,267
| – | – | 0.03% | 288 |
|
|
2018
Q2 | $33K | Hold |
1,267
| – | – | 0.03% | 283 |
|
|
2018
Q1 | $31K | Buy |
1,267
+720
| +132% | +$17.6K | 0.03% | 275 |
|
|
2017
Q4 | $14K | Buy |
+547
| New | +$14K | 0.01% | 345 |
|