Baker Avenue Asset 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
2024
Q2
Sell
-103,076
Closed -$2.44M 385
2024
Q1
$2.44M Buy
103,076
+3,939
+4% +$93.3K 0.1% 148
2023
Q4
$2.4M Buy
99,137
+9,810
+11% +$237K 0.11% 142
2023
Q3
$1.89M Buy
89,327
+11,177
+14% +$237K 0.09% 153
2023
Q2
$1.8M Buy
78,150
+6,633
+9% +$152K 0.09% 144
2023
Q1
$1.64M Buy
71,517
+69,446
+3,353% +$1.59M 0.09% 142
2022
Q4
$47K Sell
2,071
-11,202
-84% -$254K ﹤0.01% 504
2022
Q3
$282K Buy
+13,273
New +$282K 0.02% 292