Capital Analysts LLC’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 | $255K | Hold |
10,320
| – | – | 0.01% | 503 |
|
|
2025
Q1 | $250K | Sell |
10,320
-578
| -5% | -$14K | 0.01% | 492 |
|
|
2024
Q4 | $261K | Buy |
10,898
+305
| +3% | +$7.31K | 0.01% | 442 |
|
|
2024
Q3 | $283K | Sell |
10,593
-105
| -1% | -$2.81K | 0.01% | 411 |
|
|
2024
Q2 | $249K | Sell |
10,698
-19,976
| -65% | -$465K | 0.01% | 428 |
|
|
2024
Q1 | $726K | Buy |
30,674
+1,597
| +5% | +$37.8K | 0.03% | 282 |
|
|
2023
Q4 | $703K | Buy |
29,077
+9,772
| +51% | +$236K | 0.04% | 276 |
|
|
2023
Q3 | $409K | Buy |
19,305
+2,740
| +17% | +$58.1K | 0.02% | 323 |
|
|
2023
Q2 | $380K | Buy |
16,565
+2,690
| +19% | +$61.7K | 0.02% | 323 |
|
|
2023
Q1 | $318K | Buy |
13,875
+1,165
| +9% | +$26.7K | 0.02% | 336 |
|
|
2022
Q4 | $289K | Sell |
12,710
-11,265
| -47% | -$256K | 0.02% | 360 |
|
|
2022
Q3 | $510K | Buy |
23,975
+3,335
| +16% | +$70.9K | 0.04% | 267 |
|
|
2022
Q2 | $499K | Buy |
20,640
+580
| +3% | +$14K | 0.03% | 263 |
|
|
2022
Q1 | $586K | Buy |
20,060
+160
| +0.8% | +$4.67K | 0.04% | 254 |
|
|
2021
Q4 | $609K | Buy |
19,900
+25
| +0.1% | +$765 | 0.04% | 245 |
|
|
2021
Q3 | $545K | Buy |
19,875
+1,246
| +7% | +$34.2K | 0.04% | 253 |
|
|
2021
Q2 | $516K | Buy |
18,629
+1,655
| +10% | +$45.8K | 0.03% | 253 |
|
|
2021
Q1 | $432K | Buy |
16,974
+16,890
| +20,107% | +$430K | 0.03% | 265 |
|
|
2020
Q4 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 698 |
|