1WA
180 Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $801K | Buy |
32,426
+650
| +2% | +$16.1K | 0.11% | 172 |
|
2025
Q1 | $772K | Buy |
31,776
+2,007
| +7% | +$48.8K | 0.12% | 165 |
|
2024
Q4 | $714K | Buy |
29,769
+461
| +2% | +$11.1K | 0.11% | 171 |
|
2024
Q3 | $782K | Buy |
29,308
+111
| +0.4% | +$2.96K | 0.12% | 167 |
|
2024
Q2 | $703K | Buy |
29,197
+105
| +0.4% | +$2.53K | 0.11% | 164 |
|
2024
Q1 | $689K | Buy |
29,092
+712
| +3% | +$16.9K | 0.12% | 163 |
|
2023
Q4 | $690K | Buy |
28,380
+3,594
| +15% | +$87.4K | 0.14% | 151 |
|
2023
Q3 | $525K | Sell |
24,786
-605
| -2% | -$12.8K | 0.12% | 181 |
|
2023
Q2 | $589K | Buy |
25,391
+1,359
| +6% | +$31.5K | 0.13% | 167 |
|
2023
Q1 | $551K | Buy |
24,032
+170
| +0.7% | +$3.9K | 0.13% | 171 |
|
2022
Q4 | $585K | Buy |
23,862
+2,090
| +10% | +$51.2K | 0.14% | 163 |
|
2022
Q3 | $463K | Buy |
21,772
+1,265
| +6% | +$26.9K | 0.13% | 155 |
|
2022
Q2 | $503K | Buy |
20,507
+1,065
| +5% | +$26.1K | 0.13% | 155 |
|
2022
Q1 | $573K | Buy |
19,442
+525
| +3% | +$15.5K | 0.13% | 157 |
|
2021
Q4 | $539K | Sell |
18,917
-125
| -0.7% | -$3.56K | 0.12% | 163 |
|
2021
Q3 | $548K | Sell |
19,042
-210
| -1% | -$6.04K | 0.12% | 160 |
|
2021
Q2 | $550K | Buy |
19,252
+105
| +0.5% | +$3K | 0.13% | 156 |
|
2021
Q1 | $519K | Sell |
19,147
-1,206
| -6% | -$32.7K | 0.13% | 155 |
|
2020
Q4 | $484K | Sell |
20,353
-253
| -1% | -$6.02K | 0.14% | 151 |
|
2020
Q3 | $437K | Buy |
20,606
+304
| +1% | +$6.45K | 0.16% | 132 |
|
2020
Q2 | $424K | Sell |
20,302
-42,951
| -68% | -$897K | 0.17% | 130 |
|
2020
Q1 | $1.12M | Buy |
63,253
+7,869
| +14% | +$140K | 0.58% | 45 |
|
2019
Q4 | $1.54M | Buy |
55,384
+1,167
| +2% | +$32.4K | 0.61% | 35 |
|
2019
Q3 | $1.53M | Buy |
54,217
+4,079
| +8% | +$115K | 0.68% | 31 |
|
2019
Q2 | $1.34M | Buy |
50,138
+212
| +0.4% | +$5.67K | 0.6% | 40 |
|
2019
Q1 | $1.31M | Buy |
49,926
+15,524
| +45% | +$408K | 0.6% | 41 |
|
2018
Q4 | $868K | Sell |
34,402
-638
| -2% | -$16.1K | 0.41% | 73 |
|
2018
Q3 | $884K | Buy |
35,040
+4,748
| +16% | +$120K | 0.41% | 73 |
|
2018
Q2 | $777K | Buy |
30,292
+15,218
| +101% | +$390K | 0.39% | 80 |
|
2018
Q1 | $372K | Buy |
+15,074
| New | +$372K | 0.19% | 138 |
|