Carson Wealth (CWM LLC)’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
12,788
-4,891
| -28% | -$121K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $429K | Sell |
17,679
-1,235
| -7% | -$30K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $453K | Buy |
18,914
+3,481
| +23% | +$83.4K | ﹤0.01% | 1420 |
|
|
2024
Q3 | $412K | Sell |
15,433
-1,240
| -7% | -$33.1K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $388K | Buy |
16,673
+1,852
| +12% | +$43.1K | ﹤0.01% | 1287 |
|
|
2024
Q1 | $351K | Buy |
14,821
+11,360
| +328% | +$269K | ﹤0.01% | 1266 |
|
|
2023
Q4 | $84K | Sell |
3,461
-18
| -0.5% | -$437 | ﹤0.01% | 1861 |
|
|
2023
Q3 | $74K | Buy |
3,479
+3
| +0.1% | +$64 | ﹤0.01% | 1825 |
|
|
2023
Q2 | $80K | Sell |
3,476
-48
| -1% | -$1.11K | ﹤0.01% | 1687 |
|
|
2023
Q1 | $81K | Sell |
3,524
-6,127
| -63% | -$141K | ﹤0.01% | 1599 |
|
|
2022
Q4 | $219K | Sell |
9,651
-9
| -0.1% | -$204 | ﹤0.01% | 1066 |
|
|
2022
Q3 | $205K | Buy |
9,660
+126
| +1% | +$2.67K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $231K | Buy |
9,534
+55
| +0.6% | +$1.33K | ﹤0.01% | 988 |
|
|
2022
Q1 | $277K | Buy |
9,479
+43
| +0.5% | +$1.26K | ﹤0.01% | 912 |
|
|
2021
Q4 | $289K | Buy |
+9,436
| New | +$289K | ﹤0.01% | 886 |
|
|
2021
Q2 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2020
Q4 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2020
Q3 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2020
Q1 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2019
Q4 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2019
Q3 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $257K | Hold |
9,268
| – | – | ﹤0.01% | 824 |
|
|
2019
Q1 | $257K | Buy |
9,268
+9,025
| +3,714% | +$250K | ﹤0.01% | 824 |
|
|
2018
Q4 | $6K | Hold |
243
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q3 | $6K | Buy |
+243
| New | +$6K | ﹤0.01% | 1296 |
|