Truepoint Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,241
| Closed | -$339K | – | 135 |
|
|
2021
Q2 | $339K | Sell |
12,241
-7,675
| -39% | -$213K | 0.02% | 96 |
|
|
2021
Q1 | $507K | Buy |
19,916
+2,014
| +11% | +$51.3K | 0.03% | 69 |
|
|
2020
Q4 | $428K | Buy |
17,902
+1,104
| +7% | +$26.4K | 0.03% | 74 |
|
|
2020
Q3 | $353K | Buy |
16,798
+1,450
| +9% | +$30.5K | 0.03% | 44 |
|
|
2020
Q2 | $320K | Buy |
+15,348
| New | +$320K | 0.03% | 46 |
|