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 |
|