TFC Financial Management’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
Q4 | – | Sell |
-23,688
| Closed | -$501K | – | 713 |
|
|
2023
Q3 | $501K | Hold |
23,688
| – | – | 0.12% | 61 |
|
|
2023
Q2 | $544K | Buy |
23,688
+974
| +4% | +$22.4K | 0.13% | 57 |
|
|
2023
Q1 | $521K | Sell |
22,714
-678
| -3% | -$15.5K | 0.13% | 59 |
|
|
2022
Q4 | $531K | Sell |
23,392
-509
| -2% | -$11.6K | 0.15% | 55 |
|
|
2022
Q3 | $508K | Sell |
23,901
-1,380
| -5% | -$29.3K | 0.16% | 50 |
|
|
2022
Q2 | $611K | Buy |
25,281
+1,314
| +5% | +$31.8K | 0.18% | 39 |
|
|
2022
Q1 | $700K | Buy |
23,967
+6,764
| +39% | +$198K | 0.2% | 37 |
|
|
2021
Q4 | $527K | Buy |
17,203
+1,008
| +6% | +$30.9K | 0.16% | 50 |
|
|
2021
Q3 | $444K | Hold |
16,195
| – | – | 0.15% | 59 |
|
|
2021
Q2 | $449K | Buy |
16,195
+72
| +0.4% | +$2K | 0.15% | 54 |
|
|
2021
Q1 | $411K | Buy |
16,123
+3,299
| +26% | +$84.1K | 0.16% | 59 |
|
|
2020
Q4 | $307K | Buy |
12,824
+2,921
| +29% | +$69.9K | 0.13% | 71 |
|
|
2020
Q3 | $208K | Buy |
+9,903
| New | +$208K | 0.1% | 72 |
|