Cassady Schiller Wealth 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
Q3 | – | Sell |
-2,160
| Closed | -$50.2K | – | 480 |
|
|
2024
Q2 | $50.2K | Sell |
2,160
-1,970
| -48% | -$45.8K | 0.02% | 196 |
|
|
2024
Q1 | $97.8K | Hold |
4,130
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $99.9K | Hold |
4,130
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $112K | Buy |
4,130
+50
| +1% | +$1.36K | 0.06% | 138 |
|
|
2023
Q2 | $119K | Sell |
4,080
-3,350
| -45% | -$97.6K | 0.06% | 134 |
|
|
2023
Q1 | $169K | Buy |
+7,430
| New | +$169K | 0.08% | 112 |
|