WWP
WR Wealth Planners’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.4K | Sell |
602
-1,680
| -74% | -$40.3K | ﹤0.01% | 538 |
|
|
2024
Q3 | $60.9K | Hold |
2,282
| – | – | 0.02% | 317 |
|
|
2024
Q2 | $53.1K | Sell |
2,282
-522
| -19% | -$12.1K | 0.02% | 323 |
|
|
2024
Q1 | $66.4K | Buy |
+2,804
| New | +$66.4K | 0.02% | 300 |
|
|
2023
Q4 | – | Sell |
-4,915
| Closed | -$104K | – | 695 |
|
|
2023
Q3 | $104K | Sell |
4,915
-2,040
| -29% | -$43.2K | 0.04% | 225 |
|
|
2023
Q2 | $160K | Sell |
6,955
-3,004
| -30% | -$69K | 0.06% | 192 |
|
|
2023
Q1 | $228K | Sell |
9,959
-82,437
| -89% | -$1.89M | 0.1% | 143 |
|
|
2022
Q4 | $2.1M | Sell |
92,396
-1,908
| -2% | -$43.3K | 1.29% | 22 |
|
|
2022
Q3 | $2.01M | Sell |
94,304
-4,954
| -5% | -$105K | 1.41% | 22 |
|
|
2022
Q2 | $2.4M | Buy |
99,258
+1,076
| +1% | +$26K | 1.58% | 21 |
|
|
2022
Q1 | $2.87M | Buy |
+98,182
| New | +$2.87M | 1.71% | 17 |
|