True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,880
| Closed | -$657K | – | 126 |
|
|
2022
Q3 | $657K | Hold |
30,880
| – | – | 0.1% | 73 |
|
|
2022
Q2 | $747K | Hold |
30,880
| – | – | 0.11% | 73 |
|
|
2022
Q1 | $902K | Hold |
30,880
| – | – | 0.13% | 67 |
|
|
2021
Q4 | $945K | Hold |
30,880
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $846K | Hold |
30,880
| – | – | 0.12% | 77 |
|
|
2021
Q2 | $856K | Hold |
30,880
| – | – | 0.13% | 66 |
|
|
2021
Q1 | $787K | Hold |
30,880
| – | – | 0.11% | 80 |
|
|
2020
Q4 | $739K | Buy |
+30,880
| New | +$739K | 0.12% | 78 |
|