Advisory Alpha’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
2025
Q2
$200K Buy
+8,097
New +$200K 0.01% 469
2024
Q1
Sell
-21,207
Closed -$513K 392
2023
Q4
$513K Sell
21,207
-296
-1% -$7.16K 0.02% 200
2023
Q3
$455K Sell
21,503
-4,536
-17% -$96K 0.02% 200
2023
Q2
$598K Buy
26,039
+6,456
+33% +$148K 0.03% 199
2023
Q1
$449K Buy
19,583
+1,408
+8% +$32.3K 0.03% 193
2022
Q4
$413K Buy
18,175
+1,933
+12% +$43.9K 0.03% 178
2022
Q3
$345K Sell
16,242
-9,577
-37% -$203K 0.03% 192
2022
Q2
$624K Sell
25,819
-4,623
-15% -$112K 0.05% 131
2022
Q1
$889K Buy
30,442
+636
+2% +$18.6K 0.06% 124
2021
Q4
$912K Sell
29,806
-22,465
-43% -$687K 0.05% 132
2021
Q3
$1.43M Buy
52,271
+15
+0% +$411 0.1% 97
2021
Q2
$1.45M Sell
52,256
-2,873
-5% -$79.7K 0.12% 82
2021
Q1
$1.41M Buy
+55,129
New +$1.41M 0.14% 67