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Castle Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Castle Wealth Management’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,930
Closed -$41K – 497
2022
Q3 		$41K Hold
1,930
– – 0.02% 237
2022
Q2 		$47K Buy
+1,930
New +$51.4K 0.03% 223

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Bank of Montreal
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SC
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PCIG
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CFA
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Castle Wealth Management's REET Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 1,930 shares — an estimated $41K sold.

Castle Wealth Management first reported a position in REET in Q2 2022 and held it in 2 quarters. The position peaked at $47K in Q2 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,930 iShares Global REIT ETF shares in Q4 2022, an estimated $41K.
  • Castle Wealth Management first reported a position in iShares Global REIT ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares Global REIT ETF position peaked at $47K in Q2 2022.
  • 266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.