Wealthspire Advisors (Maryland)’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
Q3 | $1.55M | Sell |
73,800
-8,957
| -11% | -$188K | 0.05% | 151 |
|
2020
Q2 | $1.73M | Buy |
82,757
+44,871
| +118% | +$937K | 0.12% | 107 |
|
2020
Q1 | $726K | Sell |
37,886
-13,161
| -26% | -$252K | 0.06% | 187 |
|
2019
Q4 | $1.41M | Buy |
51,047
+2,964
| +6% | +$81.9K | 0.09% | 127 |
|
2019
Q3 | $1.35M | Buy |
48,083
+4,265
| +10% | +$120K | 0.1% | 115 |
|
2019
Q2 | $1.17M | Buy |
43,818
+29,855
| +214% | +$796K | 0.09% | 124 |
|
2019
Q1 | $373K | Buy |
13,963
+9,382
| +205% | +$251K | 0.03% | 305 |
|
2018
Q4 | $107K | Buy |
4,581
+3,604
| +369% | +$84.2K | 0.01% | 583 |
|
2018
Q3 | $25K | Buy |
977
+971
| +16,183% | +$24.8K | ﹤0.01% | 1220 |
|
2018
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2564 |
|