Delap Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,112
| Closed | -$269K | – | 268 |
|
|
2023
Q4 | $269K | Buy |
+11,112
| New | +$269K | 0.12% | 74 |
|
|
2023
Q3 | – | Sell |
-9,567
| Closed | -$220K | – | 56 |
|
|
2023
Q2 | $220K | Hold |
9,567
| – | – | 0.22% | 43 |
|
|
2023
Q1 | $219K | Hold |
9,567
| – | – | 0.22% | 49 |
|
|
2022
Q4 | $217K | Buy |
+9,567
| New | +$217K | 0.23% | 62 |
|