Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,486
| Closed | -$175K | – | 2225 |
|
2021
Q1 | $175K | Sell |
6,486
-527
| -8% | -$14.2K | 0.01% | 1119 |
|
2020
Q4 | $168K | Buy |
7,013
+425
| +6% | +$10.2K | 0.01% | 919 |
|
2020
Q3 | $139K | Sell |
6,588
-1,217
| -16% | -$25.7K | 0.01% | 862 |
|
2020
Q2 | $163K | Sell |
7,805
-4,429
| -36% | -$92.5K | 0.01% | 796 |
|
2020
Q1 | $234K | Sell |
12,234
-56
| -0.5% | -$1.07K | 0.02% | 611 |
|
2019
Q4 | $339K | Buy |
12,290
+242
| +2% | +$6.68K | 0.03% | 563 |
|
2019
Q3 | $338K | Buy |
+12,048
| New | +$338K | 0.03% | 506 |
|