Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $228K | Hold |
9,786
| – | – | 0.02% | 143 |
|
|
2024
Q1 | $232K | Buy |
9,786
+795
| +9% | +$18.8K | 0.02% | 131 |
|
|
2023
Q4 | $217K | Buy |
8,991
+1,913
| +27% | +$46.3K | 0.02% | 136 |
|
|
2023
Q3 | $150K | Hold |
7,078
| – | – | 0.02% | 148 |
|
|
2023
Q2 | $163K | Buy |
+7,078
| New | +$163K | 0.02% | 150 |
|
|
2020
Q4 | – | Sell |
-1,002
| Closed | -$21K | – | 529 |
|
|
2020
Q3 | $21K | Hold |
1,002
| – | – | ﹤0.01% | 309 |
|
|
2020
Q2 | $20K | Sell |
1,002
-5,595
| -85% | -$112K | ﹤0.01% | 301 |
|
|
2020
Q1 | $126K | Sell |
6,597
-876
| -12% | -$16.7K | 0.03% | 119 |
|
|
2019
Q4 | $207K | Hold |
7,473
| – | – | 0.05% | 97 |
|
|
2019
Q3 | $210K | Sell |
7,473
-1,743
| -19% | -$49K | 0.05% | 92 |
|
|
2019
Q2 | $245K | Sell |
9,216
-4,538
| -33% | -$121K | 0.07% | 78 |
|
|
2019
Q1 | $368K | Sell |
13,754
-43,894
| -76% | -$1.17M | 0.1% | 64 |
|
|
2018
Q4 | $1.35M | Buy |
+57,648
| New | +$1.35M | 0.38% | 41 |
|