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 |
|