Destiny Wealth Partners’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
Q2 | – | Sell |
-184,157
| Closed | -$4.36M | – | 170 |
|
|
2024
Q1 | $4.36M | Sell |
184,157
-24,203
| -12% | -$573K | 0.78% | 47 |
|
|
2023
Q4 | $4.95M | Buy |
208,360
+17,261
| +9% | +$410K | 0.93% | 40 |
|
|
2023
Q3 | $4.05M | Buy |
191,099
+15,125
| +9% | +$320K | 0.82% | 44 |
|
|
2023
Q2 | $4.22M | Buy |
175,974
+29,667
| +20% | +$711K | 0.81% | 41 |
|
|
2023
Q1 | $3.35M | Buy |
146,307
+7,250
| +5% | +$166K | 0.69% | 45 |
|
|
2022
Q4 | $3.16M | Buy |
139,057
+368
| +0.3% | +$8.36K | 0.68% | 47 |
|
|
2022
Q3 | $2.95M | Sell |
138,689
-585
| -0.4% | -$12.4K | 0.66% | 51 |
|
|
2022
Q2 | $3.37M | Sell |
139,274
-10,539
| -7% | -$255K | 0.74% | 45 |
|
|
2022
Q1 | $4.38M | Buy |
149,813
+19,021
| +15% | +$556K | 0.85% | 41 |
|
|
2021
Q4 | $4M | Buy |
130,792
+1,034
| +0.8% | +$31.7K | 0.77% | 49 |
|
|
2021
Q3 | $3.56M | Sell |
129,758
-16,898
| -12% | -$463K | 0.71% | 49 |
|
|
2021
Q2 | $4.07M | Sell |
146,656
-13,453
| -8% | -$373K | 0.78% | 50 |
|
|
2021
Q1 | $4.08M | Sell |
160,109
-13,182
| -8% | -$336K | 0.85% | 43 |
|
|
2020
Q4 | $4.15M | Buy |
+173,291
| New | +$4.15M | 0.86% | 41 |
|