Elevation Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$88.9K Buy
2025
Q2
$85.5K Buy
2025
Q1
$83.6K Buy
2024
Q4
$82.3K Buy
2024
Q3
$90.1K Buy
2024
Q2
$77.7K Buy
2024
Q1
$78.9K Buy
2023
Q4
$68.6K Hold
2023
Q3
$68.6K Hold
2023
Q2
$74.4K Hold
2023
Q1
$74.3K Buy