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Three Bridge Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,499
Closed -$266K 87
2022
Q3
$266K Buy
12,499
+3
+0% +$64 0.14% 72
2022
Q2
$302K Sell
12,496
-2,349
-16% -$56.8K 0.15% 70
2022
Q1
$434K Buy
+14,845
New +$434K 0.12% 61