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