Connecticut 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
2024 Q4	–	Sell	-10,446	Closed	-$279K	–	293
2024 Q3	$279K	Sell	10,446 -100	-0.9%	-$2.67K	0.01%	271
2024 Q2	$245K	Sell	10,546 -6,088	-37%	-$142K	0.01%	288
2024 Q1	$394K	Sell	16,634 -682	-4%	-$16.2K	0.02%	241
2023 Q4	$419K	Buy	+17,316	New	+$419K	0.02%	227