Wilbanks Smith & Thomas Asset Management’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 | $229K | Sell |
9,684
-559
| -5% | -$13.2K | 0.01% | 488 |
|
|
2023
Q4 | $248K | Sell |
10,243
-7,701
| -43% | -$186K | 0.01% | 471 |
|
|
2023
Q3 | $380K | Hold |
17,944
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $412K | Sell |
17,944
-608
| -3% | -$14K | 0.01% | 354 |
|
|
2023
Q1 | $425K | Buy |
18,552
+948
| +5% | +$21.7K | 0.01% | 336 |
|
|
2022
Q4 | $400K | Buy |
17,604
+101
| +0.6% | +$2.29K | 0.02% | 343 |
|
|
2022
Q3 | $372K | Hold |
17,503
| – | – | 0.02% | 328 |
|
|
2022
Q2 | $423K | Buy |
17,503
+45
| +0.3% | +$1.09K | 0.02% | 321 |
|
|
2022
Q1 | $478K | Buy |
17,458
+35
| +0.2% | +$958 | 0.02% | 312 |
|
|
2021
Q4 | $533K | Buy |
17,423
+137
| +0.8% | +$4.19K | 0.02% | 321 |
|
|
2021
Q3 | $474K | Buy |
17,286
+780
| +5% | +$21.4K | 0.02% | 316 |
|
|
2021
Q2 | $458K | Buy |
16,506
+115
| +0.7% | +$3.19K | 0.02% | 324 |
|
|
2021
Q1 | $418K | Hold |
16,391
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $392K | Buy |
16,391
+1,498
| +10% | +$35.8K | 0.02% | 293 |
|
|
2020
Q3 | $313K | Buy |
14,893
+728
| +5% | +$15.3K | 0.02% | 307 |
|
|
2020
Q2 | $296K | Buy |
14,165
+526
| +4% | +$11K | 0.02% | 307 |
|
|
2020
Q1 | $261K | Buy |
+13,639
| New | +$261K | 0.02% | 303 |
|