OptiFour Integrated Wealth Management’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
Q4
$4.91M Sell
177,654
-2,882
-2% -$79.6K 3.37% 10
2019
Q3
$5.07M Sell
180,536
-1,329
-0.7% -$37.3K 3.6% 10
2019
Q2
$4.85M Buy
181,865
+2,593
+1% +$69.2K 3.39% 10
2019
Q1
$4.79M Buy
179,272
+7,128
+4% +$190K 3.91% 10
2018
Q4
$4.03M Buy
172,144
+7,432
+5% +$174K 3.68% 11
2018
Q3
$4.15M Buy
164,712
+11,935
+8% +$301K 3.42% 11
2018
Q2
$3.92M Buy
+152,777
New +$3.92M 3.39% 11