UBS Group’s Invesco Wilshire US REIT ETF WREI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-778
| Closed | -$33K | – | 7412 |
|
|
2018
Q4 | $33K | Sell |
778
-2
| -0.3% | -$85 | ﹤0.01% | 5520 |
|
|
2018
Q3 | $36K | Buy |
780
+109
| +16% | +$5.03K | ﹤0.01% | 5518 |
|
|
2018
Q2 | $31K | Sell |
671
-12
| -2% | -$554 | ﹤0.01% | 5452 |
|
|
2018
Q1 | $29K | Sell |
683
-265
| -28% | -$11.3K | ﹤0.01% | 5273 |
|
|
2017
Q4 | $45K | Sell |
948
-316
| -25% | -$15K | ﹤0.01% | 4975 |
|
|
2017
Q3 | $59K | Buy |
1,264
+1,229
| +3,511% | +$57.4K | ﹤0.01% | 4799 |
|
|
2017
Q2 | $2K | Sell |
35
-153
| -81% | -$8.74K | ﹤0.01% | 6480 |
|
|
2017
Q1 | $9K | Buy |
188
+45
| +31% | +$2.15K | ﹤0.01% | 5788 |
|
|
2016
Q4 | $7K | Sell |
143
-804
| -85% | -$39.4K | ﹤0.01% | 6150 |
|
|
2016
Q3 | $46K | Buy |
947
+570
| +151% | +$27.7K | ﹤0.01% | 4729 |
|
|
2016
Q2 | $19K | Sell |
377
-82
| -18% | -$4.13K | ﹤0.01% | 5486 |
|
|
2016
Q1 | $22K | Buy |
+459
| New | +$22K | ﹤0.01% | 5318 |
|
|
2015
Q3 | – | Sell |
-290
| Closed | -$12K | – | 7051 |
|
|
2015
Q2 | $12K | Sell |
290
-75
| -21% | -$3.1K | ﹤0.01% | 5892 |
|
|
2015
Q1 | $17K | Buy |
+365
| New | +$17K | ﹤0.01% | 5526 |
|