Cardinal Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,525
| Closed | -$226K | – | 77 |
|
|
2024
Q1 | $226K | Sell |
9,525
-9,830
| -51% | -$233K | 0.04% | 69 |
|
|
2023
Q4 | $468K | Sell |
19,355
-17,665
| -48% | -$427K | 0.11% | 45 |
|
|
2023
Q3 | $794K | Buy |
37,020
+870
| +2% | +$18.7K | 0.21% | 29 |
|
|
2023
Q2 | $830K | Sell |
36,150
-475
| -1% | -$10.9K | 0.25% | 29 |
|
|
2023
Q1 | $840K | Buy |
36,625
+750
| +2% | +$17.2K | 0.26% | 35 |
|
|
2022
Q4 | $815K | Buy |
+35,875
| New | +$815K | 0.28% | 31 |
|