Concourse Financial Group Securities’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
Q1
Hold
0
6494
2024
Q4
Hold
0
7128
2024
Q3
Hold
0
7124
2024
Q2
Hold
0
7137
2024
Q1
Hold
0
7136
2023
Q4
Hold
0
7066
2023
Q3
Hold
0
6901
2023
Q2
Hold
0
6739
2023
Q1
Hold
0
6499
2022
Q4
Hold
0
6508
2022
Q3
Hold
0
6333
2022
Q2
Hold
0
6275
2022
Q1
Sell
-262
Closed -$8K 6160
2021
Q4
$8K Buy
262
+42
+19% +$1.28K ﹤0.01% 1926
2021
Q3
$6K Buy
+220
New +$6K ﹤0.01% 2036
2021
Q2
Hold
0
5737
2021
Q1
Sell
-291
Closed -$7K 5548
2020
Q4
$7K Sell
291
-518
-64% -$12.5K ﹤0.01% 1799
2020
Q3
$17K Sell
809
-1,322
-62% -$27.8K ﹤0.01% 1412
2020
Q2
$44K Buy
2,131
+1,855
+672% +$38.3K ﹤0.01% 1035
2020
Q1
$5K Buy
276
+69
+33% +$1.25K ﹤0.01% 1670
2019
Q4
$6K Hold
207
﹤0.01% 1583
2019
Q3
$6K Buy
+207
New +$6K ﹤0.01% 1280
2019
Q2
Hold
0
4884
2019
Q1
Hold
0
4811
2018
Q4
Hold
0
4701
2018
Q3
Hold
0
4475