Capasso Planning Partners’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $3.35M | Sell |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $3.38M | Buy |
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|
2023
Q1 | $3.17M | Buy |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.28M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $3.29M | Buy |
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