Realta Investment Advisors’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
Q3 | – | Sell |
-812
| Closed | -$18.9K | – | 679 |
|
|
2024
Q2 | $18.9K | Buy |
812
+1
| +0.1% | +$23 | ﹤0.01% | 623 |
|
|
2024
Q1 | $19.2K | Buy |
+811
| New | +$19.2K | ﹤0.01% | 643 |
|
|
2023
Q4 | – | Sell |
-829
| Closed | -$19K | – | 713 |
|
|
2023
Q3 | $19K | Hold |
829
| – | – | ﹤0.01% | 620 |
|
|
2023
Q2 | $19K | Buy |
+829
| New | +$19K | ﹤0.01% | 655 |
|
|
2023
Q1 | – | Sell |
-1,525
| Closed | -$34.6K | – | 724 |
|
|
2022
Q4 | $34.6K | Sell |
1,525
-32
| -2% | -$727 | 0.01% | 582 |
|
|
2022
Q3 | $33K | Buy |
+1,557
| New | +$33K | 0.01% | 569 |
|
|
2020
Q1 | – | Sell |
-5,415
| Closed | -$154K | – | 1142 |
|
|
2019
Q4 | $154K | Sell |
5,415
-123
| -2% | -$3.5K | 0.04% | 394 |
|
|
2019
Q3 | $156K | Buy |
5,538
+1,845
| +50% | +$52K | 0.04% | 386 |
|
|
2019
Q2 | $98K | Buy |
3,693
+2,666
| +260% | +$70.7K | 0.03% | 506 |
|
|
2019
Q1 | $28K | Buy |
+1,027
| New | +$28K | 0.01% | 682 |
|