Aptus Capital Advisors’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 | $505K | Buy |
20,437
+595
| +3% | +$14.7K | ﹤0.01% | 659 |
|
|
2025
Q1 | $481K | Buy |
19,842
+1,745
| +10% | +$42.3K | 0.01% | 644 |
|
|
2024
Q4 | $434K | Buy |
18,097
+1,675
| +10% | +$40.2K | ﹤0.01% | 674 |
|
|
2024
Q3 | $438K | Buy |
16,422
+2,522
| +18% | +$67.3K | 0.01% | 572 |
|
|
2024
Q2 | $323K | Buy |
13,900
+1,221
| +10% | +$28.4K | 0.01% | 599 |
|
|
2024
Q1 | $300K | Buy |
12,679
+2,364
| +23% | +$56K | 0.01% | 624 |
|
|
2023
Q4 | $249K | Buy |
10,315
+3,025
| +41% | +$73.1K | 0.01% | 496 |
|
|
2023
Q3 | $154K | Sell |
7,290
-135
| -2% | -$2.86K | ﹤0.01% | 585 |
|
|
2023
Q2 | $171K | Buy |
7,425
+2,100
| +39% | +$48.2K | ﹤0.01% | 483 |
|
|
2023
Q1 | $122K | Buy |
5,325
+1,893
| +55% | +$43.4K | ﹤0.01% | 501 |
|
|
2022
Q4 | $77.9K | Sell |
3,432
-2,853
| -45% | -$64.8K | ﹤0.01% | 552 |
|
|
2022
Q3 | $134K | Buy |
6,285
+2,514
| +67% | +$53.6K | ﹤0.01% | 471 |
|
|
2022
Q2 | $91K | Buy |
3,771
+1,428
| +61% | +$34.5K | ﹤0.01% | 422 |
|
|
2022
Q1 | $68K | Buy |
2,343
+2,296
| +4,885% | +$66.6K | ﹤0.01% | 483 |
|
|
2021
Q4 | $1K | Sell |
47
-2
| -4% | -$43 | ﹤0.01% | 542 |
|
|
2021
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 512 |
|
|
2021
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 490 |
|
|
2020
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $1K | Sell |
49
-105
| -68% | -$2.14K | ﹤0.01% | 439 |
|
|
2020
Q2 | $3K | Sell |
154
-522
| -77% | -$10.2K | ﹤0.01% | 380 |
|
|
2020
Q1 | $12K | Sell |
676
-142
| -17% | -$2.52K | ﹤0.01% | 345 |
|
|
2019
Q4 | $22K | Sell |
818
-201
| -20% | -$5.41K | ﹤0.01% | 379 |
|
|
2019
Q3 | $28K | Buy |
+1,019
| New | +$28K | ﹤0.01% | 369 |
|