SWA
Sutton Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33K | Buy |
63
+4
| +7% | +$85 | ﹤0.01% | 771 |
|
|
2023
Q2 | $1.36K | Buy |
59
+1
| +2% | +$23 | ﹤0.01% | 748 |
|
|
2023
Q1 | $1.33K | Buy |
58
+3
| +5% | +$69 | ﹤0.01% | 700 |
|
|
2022
Q4 | $1.25K | Buy |
55
+2
| +4% | +$45 | ﹤0.01% | 1273 |
|
|
2022
Q3 | $1.13K | Hold |
53
| – | – | ﹤0.01% | 1262 |
|
|
2022
Q2 | $1.28K | Hold |
53
| – | – | ﹤0.01% | 1235 |
|
|
2022
Q1 | $1.55K | Hold |
53
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q4 | $1.62K | Sell |
53
-1
| -2% | -$31 | ﹤0.01% | 1231 |
|
|
2021
Q3 | $1.48K | Hold |
54
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q2 | $1.5K | Hold |
54
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q1 | $1.38K | Hold |
54
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q4 | $1.29K | Hold |
54
| – | – | ﹤0.01% | 1155 |
|
|
2020
Q3 | $1.14K | Sell |
54
-144
| -73% | -$3.03K | ﹤0.01% | 1123 |
|
|
2020
Q2 | $4.13K | Buy |
198
+39
| +25% | +$814 | ﹤0.01% | 957 |
|
|
2020
Q1 | $3.05K | Buy |
159
+11
| +7% | +$211 | ﹤0.01% | 970 |
|
|
2019
Q4 | $4.09K | Buy |
148
+38
| +35% | +$1.05K | ﹤0.01% | 974 |
|
|
2019
Q3 | $3.09K | Hold |
110
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q2 | $2.93K | Hold |
110
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q1 | $2.94K | Sell |
110
-11
| -9% | -$294 | ﹤0.01% | 1003 |
|
|
2018
Q4 | $2.83K | Sell |
121
-106
| -47% | -$2.48K | ﹤0.01% | 955 |
|
|
2018
Q3 | $5.73K | Buy |
227
+119
| +110% | +$3K | ﹤0.01% | 883 |
|
|
2018
Q2 | $2.77K | Hold |
108
| – | – | ﹤0.01% | 984 |
|
|
2018
Q1 | $2.65K | Buy |
108
+10
| +10% | +$246 | ﹤0.01% | 981 |
|
|
2017
Q4 | $2.56K | Buy |
98
+3
| +3% | +$78 | ﹤0.01% | 953 |
|
|
2017
Q3 | $2.43K | Buy |
95
+70
| +280% | +$1.79K | ﹤0.01% | 939 |
|
|
2017
Q2 | $637 | Buy |
+25
| New | +$637 | ﹤0.01% | 1025 |
|