TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.59M | Buy |
76,054
+13,481
| +22% | +$281K | 0.67% | 27 |
|
|
2020
Q1 | $1.2M | Sell |
62,573
-249
| -0.4% | -$4.77K | 0.58% | 34 |
|
|
2019
Q4 | $1.74M | Buy |
62,822
+7,959
| +15% | +$220K | 0.7% | 26 |
|
|
2019
Q3 | $1.54M | Buy |
54,863
+3,632
| +7% | +$102K | 0.67% | 27 |
|
|
2019
Q2 | $1.37M | Buy |
51,231
+2,170
| +4% | +$57.9K | 0.61% | 27 |
|
|
2019
Q1 | $1.31M | Buy |
49,061
+1,757
| +4% | +$47K | 0.61% | 27 |
|
|
2018
Q4 | $1.11M | Sell |
47,304
-10,350
| -18% | -$242K | 0.56% | 26 |
|
|
2018
Q3 | $1.45M | Sell |
57,654
-18,593
| -24% | -$469K | 0.67% | 21 |
|
|
2018
Q2 | $1.96M | Buy |
76,247
+1,911
| +3% | +$49K | 0.93% | 15 |
|
|
2018
Q1 | $1.83M | Buy |
74,336
+5,201
| +8% | +$128K | 0.92% | 14 |
|
|
2017
Q4 | $1.8M | Buy |
+69,135
| New | +$1.8M | 0.85% | 18 |
|