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