Buckingham Strategic Wealth’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 | $861K | Buy |
37,054
+4,195
| +13% | +$97.5K | 0.01% | 355 |
|
|
2024
Q1 | $778K | Buy |
32,859
+5,156
| +19% | +$122K | 0.01% | 379 |
|
|
2023
Q4 | $670K | Sell |
27,703
-9,271
| -25% | -$224K | 0.01% | 388 |
|
|
2023
Q3 | $783K | Sell |
36,974
-8,566
| -19% | -$181K | 0.01% | 332 |
|
|
2023
Q2 | $1.05M | Buy |
45,540
+7,588
| +20% | +$174K | 0.01% | 292 |
|
|
2023
Q1 | $862K | Hold |
37,952
| – | – | 0.02% | 288 |
|
|
2022
Q4 | $862K | Buy |
37,952
+12,857
| +51% | +$292K | 0.02% | 289 |
|
|
2022
Q3 | $534K | Buy |
+25,095
| New | +$534K | 0.01% | 354 |
|