Capasso Planning 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 | $1.88M | Sell |
76,024
-28,832
| -27% | -$712K | 1.06% | 21 |
|
|
2025
Q1 | $2.54M | Buy |
104,856
+5,068
| +5% | +$123K | 1.06% | 22 |
|
|
2024
Q4 | $2.39M | Sell |
99,788
-21,729
| -18% | -$521K | 0.96% | 24 |
|
|
2024
Q3 | $3.24M | Sell |
121,517
-2,387
| -2% | -$63.7K | 0.96% | 17 |
|
|
2024
Q2 | $2.88M | Sell |
123,904
-17,522
| -12% | -$407K | 0.94% | 25 |
|
|
2024
Q1 | $3.35M | Sell |
141,426
-16,960
| -11% | -$402K | 1.39% | 14 |
|
|
2023
Q4 | $3.83M | Buy |
158,386
+6,636
| +4% | +$160K | 1.79% | 12 |
|
|
2023
Q3 | $3.21M | Buy |
151,750
+4,400
| +3% | +$93.1K | 1.72% | 15 |
|
|
2023
Q2 | $3.38M | Buy |
147,350
+9,167
| +7% | +$211K | 1.82% | 15 |
|
|
2023
Q1 | $3.17M | Buy |
138,183
+8,828
| +7% | +$202K | 1.86% | 16 |
|
|
2022
Q4 | $2.94M | Buy |
129,355
+22,090
| +21% | +$502K | 1.87% | 17 |
|
|
2022
Q3 | $2.28M | Sell |
107,265
-2,384
| -2% | -$50.7K | 1.59% | 19 |
|
|
2022
Q2 | $2.65M | Sell |
109,649
-2,771
| -2% | -$67K | 1.88% | 17 |
|
|
2022
Q1 | $3.28M | Buy |
112,420
+4,846
| +5% | +$142K | 2.32% | 13 |
|
|
2021
Q4 | $3.29M | Buy |
+107,574
| New | +$3.29M | 2.4% | 12 |
|