CAPTRUST Financial 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 | $495K | Buy |
20,048
+2
| +0% | +$49 | ﹤0.01% | 1737 |
|
|
2025
Q1 | $486K | Sell |
20,046
-282
| -1% | -$6.84K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $487K | Buy |
20,328
+11
| +0.1% | +$264 | ﹤0.01% | 1615 |
|
|
2024
Q3 | $542K | Buy |
20,317
+685
| +3% | +$18.3K | ﹤0.01% | 1527 |
|
|
2024
Q2 | $456K | Buy |
19,632
+2,288
| +13% | +$53.2K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $411K | Buy |
+17,344
| New | +$411K | ﹤0.01% | 1593 |
|
|
2022
Q3 | – | Sell |
-2,158
| Closed | -$52K | – | 3608 |
|
|
2022
Q2 | $52K | Sell |
2,158
-1,254
| -37% | -$30.2K | ﹤0.01% | 2719 |
|
|
2022
Q1 | $100K | Buy |
3,412
+1,457
| +75% | +$42.7K | ﹤0.01% | 2268 |
|
|
2021
Q4 | $60K | Buy |
1,955
+239
| +14% | +$7.34K | ﹤0.01% | 2540 |
|
|
2021
Q3 | $47K | Buy |
+1,716
| New | +$47K | ﹤0.01% | 2623 |
|