Apella Capital’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 | $2.22M | Sell |
89,822
-25,126
| -22% | -$622K | 0.06% | 158 |
|
|
2025
Q1 | $2.63M | Buy |
114,948
+5,091
| +5% | +$116K | 0.09% | 117 |
|
|
2024
Q4 | $2.63M | Buy |
+109,857
| New | +$2.63M | 0.1% | 100 |
|
|
2024
Q3 | – | Sell |
-12,483
| Closed | -$291K | – | 326 |
|
|
2024
Q2 | $291K | Sell |
12,483
-1,948
| -13% | -$45.4K | 0.01% | 262 |
|
|
2024
Q1 | $340K | Sell |
14,431
-1,276
| -8% | -$30.1K | 0.02% | 230 |
|
|
2023
Q4 | $373K | Sell |
15,707
-3,332
| -18% | -$79.1K | 0.02% | 211 |
|
|
2023
Q3 | $403K | Sell |
19,039
-726
| -4% | -$15.4K | 0.03% | 183 |
|
|
2023
Q2 | $454K | Buy |
+19,765
| New | +$454K | 0.03% | 178 |
|
|
2022
Q4 | $750K | Sell |
33,012
-44,598
| -57% | -$1.01M | 0.07% | 128 |
|
|
2022
Q3 | $1.65M | Sell |
77,610
-12,755
| -14% | -$271K | 0.19% | 72 |
|
|
2022
Q2 | $2.19M | Buy |
90,365
+4,563
| +5% | +$110K | 0.26% | 61 |
|
|
2022
Q1 | $2.51M | Sell |
85,802
-10,751
| -11% | -$314K | 0.35% | 50 |
|
|
2021
Q4 | $2.96M | Buy |
96,553
+15,816
| +20% | +$484K | 0.38% | 47 |
|
|
2021
Q3 | $2.21M | Buy |
80,737
+507
| +0.6% | +$13.9K | 0.32% | 62 |
|
|
2021
Q2 | $2.22M | Sell |
80,230
-5,896
| -7% | -$163K | 0.37% | 58 |
|
|
2021
Q1 | $2.19M | Sell |
86,126
-6,042
| -7% | -$154K | 0.69% | 35 |
|
|
2020
Q4 | $2.21M | Buy |
92,168
+10,348
| +13% | +$248K | 0.77% | 33 |
|
|
2020
Q3 | $1.72M | Buy |
81,820
+11,188
| +16% | +$235K | 0.69% | 34 |
|
|
2020
Q2 | $1.48M | Buy |
70,632
+6,918
| +11% | +$144K | 0.69% | 33 |
|
|
2020
Q1 | $1.22M | Buy |
+63,714
| New | +$1.22M | 0.71% | 35 |
|