Ballentine Partners’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 | $265K | Sell |
10,714
-531
| -5% | -$13.1K | ﹤0.01% | 740 |
|
|
2025
Q1 | $273K | Buy |
11,245
+2,449
| +28% | +$59.4K | ﹤0.01% | 659 |
|
|
2024
Q4 | $211K | Buy |
8,796
+118
| +1% | +$2.83K | ﹤0.01% | 766 |
|
|
2024
Q3 | $232K | Buy |
+8,678
| New | +$232K | ﹤0.01% | 695 |
|
|
2024
Q2 | – | Sell |
-9,210
| Closed | -$218K | – | 792 |
|
|
2024
Q1 | $218K | Sell |
9,210
-1,190
| -11% | -$28.2K | ﹤0.01% | 640 |
|
|
2023
Q4 | $251K | Buy |
10,400
+454
| +5% | +$11K | 0.01% | 559 |
|
|
2023
Q3 | $211K | Buy |
9,946
+477
| +5% | +$10.1K | ﹤0.01% | 542 |
|
|
2023
Q2 | $218K | Buy |
+9,469
| New | +$218K | 0.01% | 531 |
|