Riverview Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-122,689
| Closed | -$2.58M | – | 240 |
|
|
2020
Q3 | $2.58M | Sell |
122,689
-61,245
| -33% | -$1.29M | 2.97% | 7 |
|
|
2020
Q2 | $3.84M | Hold |
183,934
| – | – | 3.73% | 6 |
|
|
2020
Q1 | $3.52M | Sell |
183,934
-20,202
| -10% | -$387K | 3.38% | 6 |
|
|
2019
Q4 | $5.64M | Sell |
204,136
-3,711
| -2% | -$102K | 3.79% | 4 |
|
|
2019
Q3 | $5.84M | Sell |
207,847
-115
| -0.1% | -$3.23K | 4.06% | 4 |
|
|
2019
Q2 | $5.55M | Sell |
207,962
-11,109
| -5% | -$296K | 3.9% | 4 |
|
|
2019
Q1 | $5.85M | Sell |
219,071
-160,260
| -42% | -$4.28M | 4.43% | 3 |
|
|
2018
Q4 | $8.88M | Buy |
+379,331
| New | +$8.88M | 6.95% | 4 |
|