Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.5K | Buy |
3,460
+16
| +0.5% | +$395 | 0.03% | 186 |
|
|
2025
Q1 | $83.6K | Buy |
3,444
+11
| +0.3% | +$267 | 0.04% | 185 |
|
|
2024
Q4 | $82.3K | Buy |
3,433
+59
| +2% | +$1.41K | 0.03% | 184 |
|
|
2024
Q3 | $90.1K | Buy |
3,374
+31
| +0.9% | +$827 | 0.04% | 174 |
|
|
2024
Q2 | $77.7K | Buy |
3,343
+11
| +0.3% | +$256 | 0.04% | 180 |
|
|
2024
Q1 | $78.9K | Buy |
3,332
+93
| +3% | +$2.2K | 0.04% | 184 |
|
|
2023
Q4 | $68.6K | Hold |
3,239
| – | – | 0.04% | 183 |
|
|
2023
Q3 | $68.6K | Hold |
3,239
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $74.4K | Hold |
3,239
| – | – | 0.06% | 123 |
|
|
2023
Q1 | $74.3K | Buy |
+3,239
| New | +$74.3K | 0.07% | 127 |
|