United Asset Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-23,542
| Closed | -$661K | – | 208 |
|
2019
Q3 | $661K | Buy |
23,542
+1,709
| +8% | +$48K | 0.14% | 119 |
|
2019
Q2 | $582K | Buy |
21,833
+82
| +0.4% | +$2.19K | 0.13% | 124 |
|
2019
Q1 | $581K | Buy |
21,751
+555
| +3% | +$14.8K | 0.14% | 132 |
|
2018
Q4 | $496K | Sell |
21,196
-532
| -2% | -$12.4K | 0.14% | 130 |
|
2018
Q3 | $548K | Buy |
+21,728
| New | +$548K | 0.13% | 138 |
|