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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $777K | Buy |
30,902
+2,340
| +8% | +$60.8K | ﹤0.01% | 1703 |
|
|
2025
Q4 | $713K | Buy |
28,562
+16,859
| +144% | +$426K | ﹤0.01% | 1702 |
|
|
2025
Q3 | $299K | Sell |
11,703
-1,085
| -8% | -$27.2K | ﹤0.01% | 2142 |
|
|
2025
Q2 | $316K | Sell |
12,788
-4,891
| -28% | -$119K | ﹤0.01% | 1830 |
|
|
2025
Q1 | $429K | Sell |
17,679
-1,235
| -7% | -$30.1K | ﹤0.01% | 1518 |
|
|
2024
Q4 | $453K | Buy |
18,914
+3,481
| +23% | +$88.9K | ﹤0.01% | 1421 |
|
|
2024
Q3 | $412K | Sell |
15,433
-1,240
| -7% | -$31.4K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $388K | Buy |
16,673
+1,852
| +12% | +$42.3K | ﹤0.01% | 1288 |
|
|
2024
Q1 | $351K | Buy |
14,821
+11,360
| +328% | +$266K | ﹤0.01% | 1267 |
|
|
2023
Q4 | $84K | Sell |
3,461
-18
| -0.5% | -$394 | ﹤0.01% | 1863 |
|
|
2023
Q3 | $74K | Buy |
3,479
+3
| +0.1% | +$69 | ﹤0.01% | 1826 |
|
|
2023
Q2 | $80K | Sell |
3,476
-48
| -1% | -$1.09K | ﹤0.01% | 1689 |
|
|
2023
Q1 | $81K | Sell |
3,524
-6,127
| -63% | -$145K | ﹤0.01% | 1600 |
|
|
2022
Q4 | $219K | Sell |
9,651
-9
| -0.1% | -$201 | ﹤0.01% | 1068 |
|
|
2022
Q3 | $205K | Buy |
9,660
+126
| +1% | +$3.1K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $231K | Buy |
9,534
+55
| +0.6% | +$1.46K | ﹤0.01% | 990 |
|
|
2022
Q1 | $277K | Buy |
9,479
+43
| +0.5% | +$1.23K | ﹤0.01% | 914 |
|
|
2021
Q4 | $289K | Buy |
+9,436
| New | +$276K | ﹤0.01% | 888 |
|
|
2021
Q2 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2021
Q1 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2020
Q4 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2020
Q3 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2020
Q2 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2020
Q1 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2019
Q4 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2019
Q3 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2019
Q2 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 826 |
|
|
2019
Q1 | $257K | Buy |
9,268
+9,025
| +3,714% | +$232K | ﹤0.01% | 826 |
|
|
2018
Q4 | $6K | Hold |
243
| – | – | ﹤0.01% | 1488 |
|
|
2018
Q3 | $6K | Buy |
+243
| New | +$6.3K | ﹤0.01% | 1299 |
|
Other funds holding REET
VA
PL
SC