Cedar Brook Financial Partners’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
Q2 | – | Sell |
-9,356
| Closed | -$222K | – | 311 |
|
|
2024
Q1 | $222K | Buy |
9,356
+53
| +0.6% | +$1.26K | 0.04% | 396 |
|
|
2023
Q4 | $222K | Sell |
9,303
-267
| -3% | -$6.38K | 0.05% | 361 |
|
|
2023
Q3 | $203K | Hold |
9,570
| – | – | 0.05% | 353 |
|
|
2023
Q2 | $220K | Buy |
9,570
+314
| +3% | +$7.21K | 0.05% | 355 |
|
|
2023
Q1 | $212K | Buy |
9,256
+261
| +3% | +$5.99K | 0.05% | 354 |
|
|
2022
Q4 | $204K | Buy |
+8,995
| New | +$204K | 0.06% | 348 |
|
|
2022
Q3 | – | Sell |
-8,863
| Closed | -$214K | – | 365 |
|
|
2022
Q2 | $214K | Sell |
8,863
-438
| -5% | -$10.6K | 0.07% | 310 |
|
|
2022
Q1 | $272K | Buy |
9,301
+115
| +1% | +$3.36K | 0.07% | 303 |
|
|
2021
Q4 | $281K | Buy |
9,186
+603
| +7% | +$18.4K | 0.07% | 297 |
|
|
2021
Q3 | $235K | Hold |
8,583
| – | – | 0.07% | 298 |
|
|
2021
Q2 | $238K | Buy |
8,583
+141
| +2% | +$3.91K | 0.07% | 318 |
|
|
2021
Q1 | $215K | Hold |
8,442
| – | – | 0.07% | 297 |
|
|
2020
Q4 | $202K | Buy |
+8,442
| New | +$202K | 0.07% | 304 |
|