SWM
SigFig Wealth Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,006,455
| Closed | -$26.8M | – | 47 |
|
|
2019
Q2 | $26.8M | Buy |
1,006,455
+123,361
| +14% | +$3.29M | 4.18% | 6 |
|
|
2019
Q1 | $23.6M | Buy |
883,094
+102,298
| +13% | +$2.73M | 4.18% | 6 |
|
|
2018
Q4 | $18.4M | Buy |
780,796
+90,096
| +13% | +$2.12M | 3.91% | 9 |
|
|
2018
Q3 | $17.4M | Buy |
690,700
+178,468
| +35% | +$4.5M | 3.6% | 10 |
|
|
2018
Q2 | $13.1M | Buy |
+512,232
| New | +$13.1M | 3.38% | 10 |
|
|
2018
Q1 | – | Sell |
-101,377
| Closed | -$2.65M | – | 40 |
|
|
2017
Q4 | $2.65M | Buy |
101,377
+89,881
| +782% | +$2.35M | 1.26% | 19 |
|
|
2017
Q3 | $294K | Buy |
+11,496
| New | +$294K | 0.2% | 26 |
|