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 |
|