SimplyRich’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,338
| Closed | -$557K | – | 228 |
|
|
2024
Q2 | $557K | Hold |
21,338
| – | – | 0.18% | 108 |
|
|
2024
Q1 | $606K | Sell |
21,338
-46
| -0.2% | -$1.26K | 0.2% | 103 |
|
|
2023
Q4 | $613K | Buy |
+21,384
| New | +$554K | 0.21% | 100 |
|
|
2023
Q3 | – | Sell |
-21,514
| Closed | -$561K | – | 170 |
|
|
2023
Q2 | $561K | Hold |
21,514
| – | – | 0.2% | 105 |
|
|
2023
Q1 | $578K | Hold |
21,514
| – | – | 0.22% | 102 |
|
|
2022
Q4 | $588K | Hold |
21,514
| – | – | 0.23% | 99 |
|
|
2022
Q3 | $534K | Hold |
21,514
| – | – | 0.24% | 93 |
|
|
2022
Q2 | $628K | Hold |
21,514
| – | – | 0.26% | 92 |
|
|
2022
Q1 | $761K | Hold |
21,514
| – | – | 0.27% | 91 |
|
|
2021
Q4 | $802K | Hold |
21,514
| – | – | 0.27% | 92 |
|
|
2021
Q3 | $796K | Buy |
+21,514
| New | +$841K | 0.29% | 93 |
|
|
2021
Q2 | – | Sell |
-21,514
| Closed | -$779K | – | 183 |
|
|
2021
Q1 | $779K | Hold |
21,514
| – | – | 0.31% | 84 |
|
|
2020
Q4 | $767K | Hold |
21,514
| – | – | 0.34% | 72 |
|
|
2020
Q3 | $677K | Hold |
21,514
| – | – | 0.34% | 74 |
|
|
2020
Q2 | $650K | Hold |
21,514
| – | – | 0.36% | 74 |
|
|
2020
Q1 | $596K | Sell |
21,514
-1,539
| -7% | -$55.1K | 0.4% | 69 |
|
|
2019
Q4 | $893K | Hold |
23,053
| – | – | 0.45% | 59 |
|
|
2019
Q3 | $883K | Sell |
23,053
-3,300
| -13% | -$126K | 0.48% | 58 |
|
|
2019
Q2 | $1M | Hold |
26,353
| – | – | 0.55% | 51 |
|
|
2019
Q1 | $1.02M | Sell |
26,353
-705
| -3% | -$26.3K | 0.83% | 36 |
|
|
2018
Q4 | $933K | Hold |
27,058
| – | – | 0.86% | 39 |
|
|
2018
Q3 | $1M | Hold |
27,058
| – | – | 0.55% | 57 |
|
|
2018
Q2 | $1.03M | Hold |
27,058
| – | – | 0.59% | 53 |
|
|
2018
Q1 | $1.05M | Hold |
27,058
| – | – | 0.59% | 51 |
|
|
2017
Q4 | $1.07M | Buy |
+27,058
| New | +$1.05M | 0.6% | 52 |
|
SimplyRich's WPS Position: Q3 2024 in Review
SimplyRich sold out of iShares International Developed Property ETF (WPS) in Q3 2024, closing a stake of 21,338 shares — an estimated $557K sold.
SimplyRich first reported a position in WPS in Q4 2017 and held it in 25 quarters. The position peaked at $1.07M in Q4 2017. 0 funds tracked by Wall St. Rank hold WPS as of Q3 2024.
- SimplyRich reported no remaining iShares International Developed Property ETF position as of Q3 2024 after selling out during the quarter.
- SimplyRich sold 21,338 iShares International Developed Property ETF shares in Q3 2024, an estimated $557K.
- SimplyRich first reported a position in iShares International Developed Property ETF in Q4 2017 and held it in 25 quarters.
- SimplyRich's iShares International Developed Property ETF position peaked at $1.07M in Q4 2017.
- 0 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2024.
Based on SimplyRich's 13F filing for Q3 2024, filed 18 Oct 2024.