Claro Advisors’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
2025
Q2
$237K Sell
9,608
-3,300
-26% -$81.5K 0.04% 334
2025
Q1
$313K Buy
12,908
+790
+7% +$19.2K 0.04% 376
2024
Q4
$290K Buy
12,118
+445
+4% +$10.7K 0.04% 366
2024
Q3
$312K Buy
11,673
+1,340
+13% +$35.8K 0.04% 367
2024
Q2
$240K Sell
10,333
-600
-5% -$14K 0.04% 366
2024
Q1
$259K Sell
10,933
-1,075
-9% -$25.5K 0.05% 350
2023
Q4
$290K Buy
12,008
+547
+5% +$13.2K 0.06% 294
2023
Q3
$243K Hold
11,461
0.06% 306
2023
Q2
$263K Sell
11,461
-85
-0.7% -$1.95K 0.07% 284
2023
Q1
$265K Buy
11,546
+350
+3% +$8.03K 0.08% 269
2022
Q4
$254K Buy
+11,196
New +$254K 0.08% 244