Cardinal Point Wealth Management 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
2023
Q1
$840K Buy
2022
Q4
$815K Buy
2022
Q3
$326K Sell
2022
Q2
$496K Sell
2022
Q1
$658K Buy
2021
Q4
$547K Buy