Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,344
| Closed | -$60K | – | 1422 |
|
|
2021
Q1 | $60K | Buy |
2,344
+120
| +5% | +$3.07K | ﹤0.01% | 763 |
|
|
2020
Q4 | $53K | Sell |
2,224
-1
| -0% | -$24 | ﹤0.01% | 748 |
|
|
2020
Q3 | $47K | Buy |
2,225
+20
| +0.9% | +$422 | ﹤0.01% | 663 |
|
|
2020
Q2 | $46K | Buy |
+2,205
| New | +$46K | ﹤0.01% | 727 |
|
|
2020
Q1 | – | Sell |
-351
| Closed | -$10K | – | 1838 |
|
|
2019
Q4 | $10K | Buy |
+351
| New | +$10K | ﹤0.01% | 1099 |
|