EverSource Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
6,869
-21,035
| -75% | -$520K | 0.01% | 935 |
|
|
2025
Q1 | $677K | Buy |
27,904
+296
| +1% | +$7.18K | 0.04% | 321 |
|
|
2024
Q4 | $662K | Sell |
27,608
-13
| -0% | -$312 | 0.04% | 311 |
|
|
2024
Q3 | $737K | Buy |
27,621
+1
| +0% | +$27 | 0.05% | 268 |
|
|
2024
Q2 | $683K | Buy |
27,620
+3
| +0% | +$74 | 0.05% | 269 |
|
|
2024
Q1 | $611K | Buy |
27,617
+455
| +2% | +$10.1K | 0.05% | 238 |
|
|
2023
Q4 | $657K | Sell |
27,162
-12,094
| -31% | -$292K | 0.06% | 213 |
|
|
2023
Q3 | $831K | Buy |
39,256
+469
| +1% | +$9.93K | 0.09% | 169 |
|
|
2023
Q2 | $891K | Sell |
38,787
-5,763
| -13% | -$132K | 0.1% | 168 |
|
|
2023
Q1 | $1.02M | Buy |
44,550
+4,526
| +11% | +$104K | 0.13% | 138 |
|
|
2022
Q4 | $909K | Buy |
40,024
+26,712
| +201% | +$607K | 0.14% | 125 |
|
|
2022
Q3 | $283K | Buy |
13,312
+10,709
| +411% | +$228K | 0.06% | 247 |
|
|
2022
Q2 | $63K | Buy |
2,603
+93
| +4% | +$2.25K | 0.02% | 541 |
|
|
2022
Q1 | $72K | Buy |
2,510
+2,065
| +464% | +$59.2K | 0.02% | 406 |
|
|
2021
Q4 | $14K | Buy |
+445
| New | +$14K | ﹤0.01% | 830 |
|