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Peterson Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Peterson Wealth Advisors’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
2020
Q2 		– Sell
-14,758
Closed -$283K – 52
2020
Q1 		$283K Buy
+14,758
New +$376K 0.18% 43

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Citigroup
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PSUF
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Mitsubishi UFJ Asset Management
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SC
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CWM
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Morgan Stanley
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PCIG
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Peterson Wealth Advisors's REET Position: Q2 2020 in Review

Peterson Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 14,758 shares — an estimated $283K sold.

Peterson Wealth Advisors first reported a position in REET in Q1 2020 and held it in 1 quarter. The position peaked at $283K in Q1 2020. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

  • Peterson Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Advisors sold 14,758 iShares Global REIT ETF shares in Q2 2020, an estimated $283K.
  • Peterson Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 1 quarter.
  • Peterson Wealth Advisors's iShares Global REIT ETF position peaked at $283K in Q1 2020.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Peterson Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.