BOPW
Brandywine Oak Private Wealth’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
624,804
+12,425
| +2% | +$307K | 1.43% | 16 |
|
|
2025
Q1 | $14.9M | Buy |
612,379
+15,024
| +3% | +$364K | 1.46% | 17 |
|
|
2024
Q4 | $14.3M | Buy |
597,355
+16,266
| +3% | +$390K | 1.4% | 17 |
|
|
2024
Q3 | $15.5M | Sell |
581,089
-46,755
| -7% | -$1.25M | 1.5% | 16 |
|
|
2024
Q2 | $14.6M | Buy |
627,844
+183,498
| +41% | +$4.27M | 1.5% | 16 |
|
|
2024
Q1 | $10.5M | Buy |
444,346
+11,496
| +3% | +$272K | 1.1% | 19 |
|
|
2023
Q4 | $10.5M | Sell |
432,850
-20,714
| -5% | -$501K | 1.16% | 17 |
|
|
2023
Q3 | $9.6M | Buy |
453,564
+15,773
| +4% | +$334K | 1.13% | 17 |
|
|
2023
Q2 | $10.1M | Buy |
437,791
+17,118
| +4% | +$393K | 1.13% | 18 |
|
|
2023
Q1 | $9.65M | Buy |
420,673
+33,526
| +9% | +$769K | 1.13% | 17 |
|
|
2022
Q4 | $8.79M | Buy |
387,147
+21,264
| +6% | +$483K | 1.09% | 18 |
|
|
2022
Q3 | $7.78M | Buy |
365,883
+40,845
| +13% | +$869K | 1.06% | 18 |
|
|
2022
Q2 | $7.86M | Buy |
325,038
+23,090
| +8% | +$558K | 1.01% | 18 |
|
|
2022
Q1 | $8.82M | Buy |
301,948
+52,694
| +21% | +$1.54M | 1.01% | 24 |
|
|
2021
Q4 | $7.62M | Sell |
249,254
-6,290
| -2% | -$192K | 0.83% | 24 |
|
|
2021
Q3 | $6.99M | Buy |
255,544
+5,656
| +2% | +$155K | 0.81% | 23 |
|
|
2021
Q2 | $6.93M | Buy |
249,888
+85,360
| +52% | +$2.37M | 0.81% | 25 |
|
|
2021
Q1 | $4.19M | Sell |
164,528
-160,437
| -49% | -$4.09M | 0.62% | 31 |
|
|
2020
Q4 | $7.78M | Sell |
324,965
-24,532
| -7% | -$587K | 1.19% | 23 |
|
|
2020
Q3 | $7.35M | Buy |
349,497
+5,767
| +2% | +$121K | 1.23% | 20 |
|
|
2020
Q2 | $7.18M | Sell |
343,730
-200,464
| -37% | -$4.19M | 1.28% | 20 |
|
|
2020
Q1 | $10.4M | Buy |
544,194
+166,498
| +44% | +$3.19M | 2.15% | 13 |
|
|
2019
Q4 | $10.4M | Buy |
377,696
+55,962
| +17% | +$1.55M | 1.9% | 17 |
|
|
2019
Q3 | $9.03M | Buy |
+321,734
| New | +$9.03M | 1.71% | 17 |
|