TWA
TCI 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
Q2 | – | Sell |
-95
| Closed | -$2.18K | – | 1766 |
|
|
2023
Q1 | $2.18K | Sell |
95
-1,635
| -95% | -$37.5K | ﹤0.01% | 1947 |
|
|
2022
Q4 | $39.3K | Buy |
1,730
+1,651
| +2,090% | +$37.5K | 0.01% | 470 |
|
|
2022
Q3 | $2K | Buy |
79
+3
| +4% | +$76 | ﹤0.01% | 1980 |
|
|
2022
Q2 | $2K | Buy |
76
+6
| +9% | +$158 | ﹤0.01% | 2032 |
|
|
2022
Q1 | $2K | Buy |
70
+1
| +1% | +$29 | ﹤0.01% | 2018 |
|
|
2021
Q4 | $2K | Sell |
69
-937
| -93% | -$27.2K | ﹤0.01% | 2114 |
|
|
2021
Q3 | $28K | Buy |
1,006
+215
| +27% | +$5.98K | ﹤0.01% | 547 |
|
|
2021
Q2 | $22K | Buy |
791
+64
| +9% | +$1.78K | ﹤0.01% | 575 |
|
|
2021
Q1 | $19K | Buy |
727
+684
| +1,591% | +$17.9K | 0.01% | 576 |
|
|
2020
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q1 | $1K | Sell |
43
-6,384
| -99% | -$148K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $178K | Buy |
6,427
+3,265
| +103% | +$90.4K | 0.07% | 186 |
|
|
2019
Q3 | $89K | Hold |
3,162
| – | – | 0.04% | 229 |
|
|
2019
Q2 | $84K | Sell |
3,162
-983
| -24% | -$26.1K | 0.04% | 234 |
|
|
2019
Q1 | $111K | Buy |
4,145
+983
| +31% | +$26.3K | 0.05% | 216 |
|
|
2018
Q4 | $74K | Buy |
+3,162
| New | +$74K | 0.04% | 255 |
|
|
2017
Q2 | – | Sell |
-151
| Closed | -$4K | – | 1374 |
|
|
2017
Q1 | $4K | Buy |
151
+1
| +0.7% | +$26 | ﹤0.01% | 780 |
|
|
2016
Q4 | $4K | Buy |
150
+5
| +3% | +$133 | ﹤0.01% | 841 |
|
|
2016
Q3 | $4K | Hold |
145
| – | – | ﹤0.01% | 795 |
|
|
2016
Q2 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 784 |
|