Capital Performance Advisors’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 | $1.01M | Buy |
40,993
+12
| +0% | +$296 | 0.2% | 63 |
|
|
2025
Q1 | $994K | Buy |
40,981
+1,284
| +3% | +$31.2K | 0.22% | 60 |
|
|
2024
Q4 | $952K | Buy |
39,697
+421
| +1% | +$10.1K | 0.3% | 36 |
|
|
2024
Q3 | $1.05M | Sell |
39,276
-4,014
| -9% | -$107K | 0.32% | 34 |
|
|
2024
Q2 | $1.01M | Buy |
43,290
+211
| +0.5% | +$4.91K | 0.38% | 33 |
|
|
2024
Q1 | $1.02M | Buy |
43,079
+2,185
| +5% | +$51.7K | 0.39% | 31 |
|
|
2023
Q4 | $989K | Sell |
40,894
-1,034
| -2% | -$25K | 0.43% | 28 |
|
|
2023
Q3 | $888K | Sell |
41,928
-4,417
| -10% | -$93.5K | 0.45% | 25 |
|
|
2023
Q2 | $1.06M | Buy |
46,345
+2,051
| +5% | +$47.1K | 0.53% | 25 |
|
|
2023
Q1 | $1.02M | Buy |
44,294
+320
| +0.7% | +$7.34K | 0.55% | 23 |
|
|
2022
Q4 | $999K | Buy |
43,974
+3,978
| +10% | +$90.3K | 0.57% | 21 |
|
|
2022
Q3 | $851K | Buy |
39,996
+931
| +2% | +$19.8K | 0.55% | 22 |
|
|
2022
Q2 | $945K | Buy |
39,065
+545
| +1% | +$13.2K | 0.58% | 20 |
|
|
2022
Q1 | $1.13M | Buy |
38,520
+507
| +1% | +$14.8K | 0.64% | 17 |
|
|
2021
Q4 | $1.05M | Buy |
+38,013
| New | +$1.05M | 0.64% | 18 |
|