Exencial Wealth Advisors’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 | $1.81M | Sell |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $747K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $493K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $601K | Sell |
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|
2020
Q1 | $756K | Buy |
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|
2019
Q4 | $715K | Buy |
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