TCWP’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
2023
Q2
Sell
-14,373
Closed -$330K 234
2023
Q1
$330K Sell
14,373
-1,964
-12% -$45K 0.06% 176
2022
Q4
$371K Buy
16,337
+1,035
+7% +$23.5K 0.08% 173
2022
Q3
$325K Buy
15,302
+668
+5% +$14.2K 0.07% 194
2022
Q2
$353K Buy
14,634
+3,883
+36% +$93.7K 0.08% 175
2022
Q1
$314K Buy
+10,751
New +$314K 0.06% 209