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Patriot Financial Group Insurance Agency’s iShares Global REIT ETF REET Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$1K – 1593
2022
Q2 		$1K Buy
+25
New +$665 ﹤0.01% 1933

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Patriot Financial Group Insurance Agency's REET Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in REET in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 iShares Global REIT ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Global REIT ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares Global REIT ETF position peaked at $1K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.