Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,327
| Closed | -$274K | – | 575 |
|
|
2022
Q2 | $274K | Sell |
11,327
-157
| -1% | -$3.8K | 0.01% | 469 |
|
|
2022
Q1 | $335K | Sell |
11,484
-2,702
| -19% | -$78.8K | 0.01% | 471 |
|
|
2021
Q4 | $434K | Buy |
+14,186
| New | +$434K | 0.01% | 357 |
|
|
2021
Q3 | – | Sell |
-21,800
| Closed | -$604K | – | 405 |
|
|
2021
Q2 | $604K | Sell |
21,800
-239,802
| -92% | -$6.64M | 0.02% | 251 |
|
|
2021
Q1 | $6.67M | Buy |
261,602
+69,406
| +36% | +$1.77M | 0.28% | 55 |
|
|
2020
Q4 | $4.6M | Buy |
192,196
+44,937
| +31% | +$1.08M | 0.21% | 66 |
|
|
2020
Q3 | $3.1M | Buy |
147,259
+67,480
| +85% | +$1.42M | 0.16% | 84 |
|
|
2020
Q2 | $1.67M | Sell |
79,779
-5,000
| -6% | -$104K | 0.1% | 106 |
|
|
2020
Q1 | $1.62M | Buy |
84,779
+23,110
| +37% | +$443K | 0.12% | 89 |
|
|
2019
Q4 | $1.7M | Buy |
61,669
+7,947
| +15% | +$219K | 0.11% | 108 |
|
|
2019
Q3 | $1.51M | Buy |
53,722
+12,084
| +29% | +$339K | 0.11% | 102 |
|
|
2019
Q2 | $1.11M | Buy |
+41,638
| New | +$1.11M | 0.08% | 121 |
|