Cerity 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 |
-15,025
| Closed | -$356K | – | 2374 |
|
|
2024
Q1 | $356K | Sell |
15,025
-279,041
| -95% | -$6.61M | ﹤0.01% | 1774 |
|
|
2023
Q4 | $7.11M | Sell |
294,066
-46,531
| -14% | -$1.13M | 0.02% | 441 |
|
|
2023
Q3 | $7.21M | Sell |
340,597
-3,131
| -0.9% | -$66.3K | 0.04% | 347 |
|
|
2023
Q2 | $7.9M | Buy |
343,728
+10,527
| +3% | +$242K | 0.03% | 389 |
|
|
2023
Q1 | $7.64M | Sell |
333,201
-21,017
| -6% | -$482K | 0.02% | 403 |
|
|
2022
Q4 | $8.04M | Buy |
354,218
+175,923
| +99% | +$4M | 0.05% | 289 |
|
|
2022
Q3 | $3.79M | Sell |
178,295
-2,550
| -1% | -$54.2K | 0.05% | 278 |
|
|
2022
Q2 | $4.37M | Buy |
+180,845
| New | +$4.37M | 0.05% | 267 |
|
|
2022
Q1 | – | Sell |
-39,071
| Closed | -$1.2M | – | 1076 |
|
|
2021
Q4 | $1.2M | Buy |
+39,071
| New | +$1.2M | 0.02% | 408 |
|