Allworth Financial’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 | $247 | Hold |
10
| – | – | ﹤0.01% | 4274 |
|
2025
Q1 | $239 | Sell |
10
-5,793
| -100% | -$138K | ﹤0.01% | 3829 |
|
2024
Q4 | $140K | Buy |
5,803
+5,793
| +57,930% | +$139K | ﹤0.01% | 1100 |
|
2024
Q3 | $267 | Buy |
+10
| New | +$267 | ﹤0.01% | 3545 |
|
2023
Q2 | – | Sell |
-639
| Closed | -$14.7K | – | 3361 |
|
2023
Q1 | $14.7K | Hold |
639
| – | – | ﹤0.01% | 1630 |
|
2022
Q4 | $14.5K | Buy |
+639
| New | +$14.5K | ﹤0.01% | 1532 |
|
2022
Q3 | – | Sell |
-21
| Closed | -$1K | – | 3036 |
|
2022
Q2 | $1K | Sell |
21
-95
| -82% | -$4.52K | ﹤0.01% | 2237 |
|
2022
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 1738 |
|
2021
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 1613 |
|
2021
Q3 | $3K | Buy |
116
+95
| +452% | +$2.46K | ﹤0.01% | 1621 |
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1484 |
|
2021
Q1 | $1K | Sell |
21
-222
| -91% | -$10.6K | ﹤0.01% | 1416 |
|
2020
Q4 | $6K | Buy |
+243
| New | +$6K | ﹤0.01% | 955 |
|