Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,559
| Closed | -$403K | – | 1281 |
|
|
2023
Q2 | $403K | Sell |
17,559
-3,770
| -18% | -$86.6K | 0.01% | 825 |
|
|
2023
Q1 | $489K | Buy |
21,329
+916
| +4% | +$21K | 0.02% | 800 |
|
|
2022
Q4 | $464K | Sell |
20,413
-744
| -4% | -$16.9K | 0.02% | 785 |
|
|
2022
Q3 | $450K | Buy |
21,157
+5,932
| +39% | +$126K | 0.02% | 772 |
|
|
2022
Q2 | $368K | Buy |
15,225
+8,137
| +115% | +$197K | 0.01% | 886 |
|
|
2022
Q1 | $207K | Sell |
7,088
-3,703
| -34% | -$108K | 0.01% | 1231 |
|
|
2021
Q4 | $330K | Buy |
+10,791
| New | +$330K | 0.01% | 1022 |
|
|
2020
Q2 | – | Sell |
-12,433
| Closed | -$238K | – | 1086 |
|
|
2020
Q1 | $238K | Buy |
12,433
+33
| +0.3% | +$632 | 0.01% | 722 |
|
|
2019
Q4 | $343K | Buy |
+12,400
| New | +$343K | 0.01% | 726 |
|