United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,348
| Closed | -$395K | – | 1108 |
|
|
2023
Q4 | $395K | Sell |
16,348
-53,949
| -77% | -$1.3M | ﹤0.01% | 789 |
|
|
2023
Q3 | $1.49M | Sell |
70,297
-38,059
| -35% | -$806K | 0.01% | 456 |
|
|
2023
Q2 | $2.49M | Sell |
108,356
-39,584
| -27% | -$909K | 0.01% | 412 |
|
|
2023
Q1 | $3.39M | Sell |
147,940
-47,654
| -24% | -$1.09M | 0.02% | 368 |
|
|
2022
Q4 | $4.44M | Sell |
195,594
-53,214
| -21% | -$1.21M | 0.02% | 347 |
|
|
2022
Q3 | $5.29M | Sell |
248,808
-6,517
| -3% | -$139K | 0.03% | 317 |
|
|
2022
Q2 | $6.17M | Sell |
255,325
-4,476
| -2% | -$108K | 0.03% | 314 |
|
|
2022
Q1 | $7.59M | Sell |
259,801
-16,920
| -6% | -$494K | 0.04% | 307 |
|
|
2021
Q4 | $8.47M | Sell |
276,721
-786
| -0.3% | -$24.1K | 0.04% | 297 |
|
|
2021
Q3 | $7.61M | Sell |
277,507
-6,289
| -2% | -$172K | 0.04% | 307 |
|
|
2021
Q2 | $7.87M | Sell |
283,796
-3,194
| -1% | -$88.5K | 0.04% | 307 |
|
|
2021
Q1 | $7.31M | Sell |
286,990
-12,281
| -4% | -$313K | 0.04% | 301 |
|
|
2020
Q4 | $7.16M | Sell |
299,271
-10,696
| -3% | -$256K | 0.04% | 295 |
|
|
2020
Q3 | $6.52M | Buy |
309,967
+12,572
| +4% | +$264K | 0.04% | 299 |
|
|
2020
Q2 | $6.21M | Buy |
297,395
+25,197
| +9% | +$526K | 0.05% | 320 |
|
|
2020
Q1 | $5.21M | Buy |
272,198
+73,155
| +37% | +$1.4M | 0.04% | 328 |
|
|
2019
Q4 | $5.5M | Buy |
199,043
+153,262
| +335% | +$4.23M | 0.04% | 403 |
|
|
2019
Q3 | $1.29M | Buy |
+45,781
| New | +$1.29M | 0.01% | 673 |
|