BSWM
Boston Standard Wealth Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
612,418
+61,261
| +11% | +$1.51M | 2.72% | 11 |
|
|
2025
Q1 | $12.8M | Sell |
551,157
-38,223
| -6% | -$889K | 2.82% | 11 |
|
|
2024
Q4 | $14.1M | Buy |
589,380
+11,128
| +2% | +$267K | 2.75% | 12 |
|
|
2024
Q3 | $15.4M | Buy |
578,252
+27,095
| +5% | +$723K | 3% | 12 |
|
|
2024
Q2 | $12.8M | Buy |
551,157
+17,166
| +3% | +$399K | 2.82% | 11 |
|
|
2024
Q1 | $12.6M | Buy |
533,991
+42,788
| +9% | +$1.01M | 2.86% | 11 |
|
|
2023
Q4 | $10.4M | Hold |
491,203
| – | – | 2.75% | 11 |
|
|
2023
Q3 | $10.4M | Buy |
491,203
+8,504
| +2% | +$180K | 2.75% | 11 |
|
|
2023
Q2 | $11.1M | Buy |
482,699
+40,385
| +9% | +$928K | 2.84% | 11 |
|
|
2023
Q1 | $10.1M | Sell |
442,314
-4,220
| -0.9% | -$96.8K | 2.91% | 11 |
|
|
2022
Q4 | $10.1M | Buy |
446,534
+22,126
| +5% | +$502K | 3.01% | 11 |
|
|
2022
Q3 | $9.03M | Buy |
424,408
+19,248
| +5% | +$409K | 3.03% | 11 |
|
|
2022
Q2 | $9.93M | Sell |
405,160
-1,494
| -0.4% | -$36.6K | 3.2% | 11 |
|
|
2022
Q1 | $11.9M | Sell |
406,654
-1,184
| -0.3% | -$34.6K | 3.41% | 8 |
|
|
2021
Q4 | $12.5M | Buy |
407,838
+180
| +0% | +$5.51K | 3.48% | 8 |
|
|
2021
Q3 | $11.2M | Sell |
407,658
-920
| -0.2% | -$25.2K | 3.34% | 9 |
|
|
2021
Q2 | $11.3M | Buy |
408,578
+8,402
| +2% | +$233K | 3.43% | 9 |
|
|
2021
Q1 | $10.3M | Buy |
400,176
+29,689
| +8% | +$762K | 3.34% | 10 |
|
|
2020
Q4 | $8.87M | Buy |
370,487
+26,397
| +8% | +$632K | 3.3% | 9 |
|
|
2020
Q3 | $7.24M | Buy |
344,090
+26,603
| +8% | +$559K | 3.05% | 10 |
|
|
2020
Q2 | $6.63M | Buy |
317,487
+24,625
| +8% | +$514K | 2.99% | 10 |
|
|
2020
Q1 | $5.25M | Buy |
292,862
+9,210
| +3% | +$165K | 2.85% | 10 |
|
|
2019
Q4 | $7.83M | Buy |
283,652
+7,369
| +3% | +$204K | 3.5% | 9 |
|
|
2019
Q3 | $7.76M | Buy |
276,283
+10,335
| +4% | +$290K | 3.74% | 9 |
|
|
2019
Q2 | $7.19M | Buy |
265,948
+5,464
| +2% | +$148K | 3.52% | 9 |
|
|
2019
Q1 | $6.97M | Buy |
260,484
+1,967
| +0.8% | +$52.6K | 3.63% | 9 |
|
|
2018
Q4 | $6.05M | Buy |
258,517
+8,709
| +3% | +$204K | 3.6% | 9 |
|
|
2018
Q3 | $6.24M | Buy |
+249,808
| New | +$6.24M | 3.39% | 8 |
|
|
2018
Q1 | $5.27M | Buy |
214,588
+23,670
| +12% | +$581K | 3.3% | 9 |
|
|
2017
Q4 | $4.98M | Buy |
+190,918
| New | +$4.98M | 3.17% | 9 |
|