Clearstead 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
$215K Sell
8,724
-1,076
-11% -$26.6K ﹤0.01% 869
2025
Q1
$238K Sell
9,800
-222
-2% -$5.39K ﹤0.01% 771
2024
Q4
$240K Buy
10,022
+152
+2% +$3.64K ﹤0.01% 798
2024
Q3
$263K Buy
9,870
+159
+2% +$4.24K ﹤0.01% 763
2024
Q2
$226K Buy
+9,711
New +$226K ﹤0.01% 786