Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $84K | Sell |
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|
2023
Q3 | $74K | Buy |
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|
2023
Q2 | $80K | Sell |
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|
2023
Q1 | $81K | Sell |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $257K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $6K | Buy |
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