Wiser Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,619
| Closed | -$257K | – | 38 |
|
|
2022
Q2 | $257K | Sell |
10,619
-212,907
| -95% | -$5.15M | 0.13% | 32 |
|
|
2022
Q1 | $6.53M | Buy |
223,526
+23,027
| +11% | +$673K | 3.01% | 11 |
|
|
2021
Q4 | $6.14M | Buy |
200,499
+12,494
| +7% | +$382K | 3% | 11 |
|
|
2021
Q3 | $5.15M | Buy |
188,005
+16,316
| +10% | +$447K | 2.75% | 13 |
|
|
2021
Q2 | $4.76M | Buy |
171,689
+11,557
| +7% | +$320K | 2.9% | 12 |
|
|
2021
Q1 | $4.08M | Buy |
160,132
+4,721
| +3% | +$120K | 2.8% | 12 |
|
|
2020
Q4 | $3.72M | Buy |
+155,411
| New | +$3.72M | 2.79% | 13 |
|