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Able Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Able Wealth Management’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$478 – 460
2023
Q4 		$478 Buy
+20
New +$437 ﹤0.01% 555

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Able Wealth Management's REET Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 20 shares — an estimated $478 sold.

Able Wealth Management first reported a position in REET in Q4 2023 and held it in 1 quarter. The position peaked at $478 in Q4 2023. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 20 iShares Global REIT ETF shares in Q1 2024, an estimated $478.
  • Able Wealth Management first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Global REIT ETF position peaked at $478 in Q4 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.