Comprehensive Wealth Management’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 | $648K | Buy |
+26,241
| New | +$648K | 0.52% | 31 |
|
|
2024
Q2 | – | Sell |
-18,823
| Closed | -$446K | – | 40 |
|
|
2024
Q1 | $446K | Buy |
18,823
+2,061
| +12% | +$48.8K | 0.35% | 26 |
|
|
2023
Q4 | $405K | Sell |
16,762
-921
| -5% | -$22.3K | 0.37% | 30 |
|
|
2023
Q3 | $374K | Buy |
17,683
+654
| +4% | +$13.8K | 0.35% | 30 |
|
|
2023
Q2 | $391K | Buy |
17,029
+736
| +5% | +$16.9K | 0.34% | 32 |
|
|
2023
Q1 | $374K | Buy |
+16,293
| New | +$374K | 0.31% | 33 |
|