Continuum Advisory’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
Sell
-1,466
Closed -$35.6K 1306
2025
Q1
$35.6K Sell
1,466
-75
-5% -$1.82K ﹤0.01% 756
2024
Q4
$36.9K Hold
1,541
﹤0.01% 725
2024
Q3
$39K Sell
1,541
-4
-0.3% -$101 0.01% 710
2024
Q2
$35.9K Sell
1,545
-149
-9% -$3.46K 0.01% 670
2024
Q1
$39.2K Buy
+1,694
New +$39.2K 0.01% 647
2023
Q1
Sell
-14,825
Closed -$337K 441
2022
Q4
$337K Sell
14,825
-1,807
-11% -$41K 0.06% 326
2022
Q3
$354K Sell
16,632
-584
-3% -$12.4K 0.06% 298
2022
Q2
$416K Sell
17,216
-866
-5% -$20.9K 0.08% 278
2022
Q1
$501K Sell
18,082
-2,038
-10% -$56.5K 0.1% 243
2021
Q4
$616K Buy
20,120
+1,383
+7% +$42.3K 0.14% 158
2021
Q3
$514K Sell
18,737
-415
-2% -$11.4K 0.14% 160
2021
Q2
$531K Sell
19,152
-950
-5% -$26.3K 0.17% 138
2021
Q1
$534K Sell
20,102
-1,590
-7% -$42.2K 0.22% 92
2020
Q4
$519K Sell
21,692
-2,353
-10% -$56.3K 0.24% 87
2020
Q3
$516K Sell
24,045
-1,249
-5% -$26.8K 0.28% 77
2020
Q2
$539K Sell
25,294
-11,573
-31% -$247K 0.34% 72
2020
Q1
$661K Buy
36,867
+821
+2% +$14.7K 0.45% 63
2019
Q4
$996K Buy
36,046
+1,345
+4% +$37.2K 0.58% 46
2019
Q3
$965K Buy
34,701
+2,758
+9% +$76.7K 0.65% 43
2019
Q2
$852K Buy
31,943
+8,768
+38% +$234K 0.58% 47
2019
Q1
$620K Buy
23,175
+2,340
+11% +$62.6K 0.46% 56
2018
Q4
$488K Sell
20,835
-12,685
-38% -$297K 0.36% 71
2018
Q3
$840K Buy
33,520
+2,335
+7% +$58.5K 0.56% 49
2018
Q2
$800K Buy
+31,185
New +$800K 0.59% 46