CPWM
Cypress Point Wealth Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
8,434
-806
| -9% | -$19.9K | 0.05% | 79 |
|
|
2025
Q1 | $224K | Sell |
9,240
-1,838
| -17% | -$44.6K | 0.07% | 66 |
|
|
2024
Q4 | $266K | Sell |
11,078
-2,821
| -20% | -$67.6K | 0.08% | 64 |
|
|
2024
Q3 | $371K | Hold |
13,899
| – | – | 0.15% | 61 |
|
|
2024
Q2 | $323K | Sell |
13,899
-370
| -3% | -$8.6K | 0.15% | 62 |
|
|
2024
Q1 | $338K | Sell |
14,269
-1,947
| -12% | -$46.1K | 0.17% | 59 |
|
|
2023
Q4 | $392K | Sell |
16,216
-2,784
| -15% | -$67.3K | 0.29% | 48 |
|
|
2023
Q3 | $402K | Sell |
19,000
-950
| -5% | -$20.1K | 0.35% | 42 |
|
|
2023
Q2 | $458K | Hold |
19,950
| – | – | 0.49% | 30 |
|
|
2023
Q1 | $457K | Hold |
19,950
| – | – | 0.65% | 31 |
|
|
2022
Q4 | $453K | Buy |
+19,950
| New | +$453K | 0.71% | 29 |
|