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Sowell Financial Services’s iShares Global REIT ETF REET Stock Holding History

Sowell Financial Services’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,486
Closed -$175K – 2222
2021
Q1 		$175K Sell
6,486
-527
-8% -$13K 0.01% 1119
2020
Q4 		$168K Buy
7,013
+425
+6% +$9.57K 0.01% 919
2020
Q3 		$139K Sell
6,588
-1,217
-16% -$26K 0.01% 862
2020
Q2 		$163K Sell
7,805
-4,429
-36% -$89.5K 0.01% 796
2020
Q1 		$234K Sell
12,234
-56
-0.5% -$1.43K 0.02% 611
2019
Q4 		$339K Buy
12,290
+242
+2% +$6.79K 0.03% 563
2019
Q3 		$338K Buy
+12,048
New +$330K 0.03% 506

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Sowell Financial Services's REET Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Global REIT ETF (REET) in Q2 2021, closing a stake of 6,486 shares — an estimated $175K sold.

Sowell Financial Services first reported a position in REET in Q3 2019 and held it in 7 quarters. The position peaked at $339K in Q4 2019. 208 funds tracked by Wall St. Rank hold REET as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Global REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,486 iShares Global REIT ETF shares in Q2 2021, an estimated $175K.
  • Sowell Financial Services first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iShares Global REIT ETF position peaked at $339K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.