Elevate 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.9K | Hold |
2,992
| – | – | 0.05% | 92 |
|
2025
Q1 | $72.6K | Hold |
2,992
| – | – | 0.05% | 91 |
|
2024
Q4 | $71.7K | Buy |
2,992
+78
| +3% | +$1.87K | 0.05% | 82 |
|
2024
Q3 | $77.8K | Hold |
2,914
| – | – | 0.06% | 84 |
|
2024
Q2 | $67.7K | Buy |
2,914
+207
| +8% | +$4.81K | 0.06% | 78 |
|
2024
Q1 | $64.1K | Buy |
2,707
+8
| +0.3% | +$189 | 0.06% | 77 |
|
2023
Q4 | $65.3K | Buy |
+2,699
| New | +$65.3K | 0.06% | 76 |
|