AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Sell |
30,550
-1,750
| -5% | -$43.2K | 0.01% | 796 |
|
|
2025
Q1 | $784K | Sell |
32,300
-996
| -3% | -$24.2K | 0.01% | 781 |
|
|
2024
Q4 | $798K | Buy |
33,296
+155
| +0.5% | +$3.72K | 0.01% | 763 |
|
|
2024
Q3 | $885K | Buy |
33,141
+393
| +1% | +$10.5K | 0.01% | 722 |
|
|
2024
Q2 | $761K | Sell |
32,748
-911
| -3% | -$21.2K | 0.01% | 776 |
|
|
2024
Q1 | $797K | Sell |
33,659
-115,001
| -77% | -$2.72M | 0.01% | 706 |
|
|
2023
Q4 | $3.47M | Sell |
148,660
-15,575
| -9% | -$363K | 0.02% | 711 |
|
|
2023
Q3 | $3.48M | Buy |
164,235
+10,932
| +7% | +$231K | 0.02% | 658 |
|
|
2023
Q2 | $3.52M | Buy |
153,303
+22,731
| +17% | +$522K | 0.02% | 650 |
|
|
2023
Q1 | $2.99M | Buy |
130,572
+7,603
| +6% | +$174K | 0.02% | 664 |
|
|
2022
Q4 | $2.79M | Buy |
122,969
+48,518
| +65% | +$1.1M | 0.02% | 635 |
|
|
2022
Q3 | $1.58M | Buy |
74,451
+28,244
| +61% | +$601K | 0.01% | 775 |
|
|
2022
Q2 | $1.12M | Buy |
46,207
+3,843
| +9% | +$92.9K | 0.01% | 850 |
|
|
2022
Q1 | $1.24M | Buy |
42,364
+7,597
| +22% | +$222K | 0.01% | 852 |
|
|
2021
Q4 | $1.06M | Buy |
34,767
+10,732
| +45% | +$328K | 0.01% | 908 |
|
|
2021
Q3 | $659K | Buy |
24,035
+8,502
| +55% | +$233K | 0.01% | 1038 |
|
|
2021
Q2 | $431K | Buy |
15,533
+4,440
| +40% | +$123K | ﹤0.01% | 1195 |
|
|
2021
Q1 | $283K | Buy |
11,093
+873
| +9% | +$22.3K | ﹤0.01% | 1272 |
|
|
2020
Q4 | $245K | Sell |
10,220
-930
| -8% | -$22.3K | ﹤0.01% | 1209 |
|
|
2020
Q3 | $234K | Sell |
11,150
-4,080
| -27% | -$85.6K | ﹤0.01% | 1125 |
|
|
2020
Q2 | $318K | Buy |
15,230
+2,784
| +22% | +$58.1K | ﹤0.01% | 999 |
|
|
2020
Q1 | $238K | Buy |
12,446
+703
| +6% | +$13.4K | 0.01% | 949 |
|
|
2019
Q4 | $324K | Buy |
11,743
+3,621
| +45% | +$99.9K | 0.01% | 873 |
|
|
2019
Q3 | $228K | Buy |
+8,122
| New | +$228K | 0.01% | 885 |
|