FAAM
First Ascent Asset Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $304K | Buy |
12,557
+581
| +5% | +$14K | 0.03% | 51 |
|
|
2023
Q3 | $254K | Sell |
11,976
-65
| -0.5% | -$1.38K | 0.03% | 52 |
|
|
2023
Q2 | $277K | Sell |
12,041
-1,938
| -14% | -$44.5K | 0.04% | 67 |
|
|
2023
Q1 | $321K | Buy |
13,979
+1,698
| +14% | +$38.9K | 0.05% | 65 |
|
|
2022
Q4 | $279K | Buy |
+12,281
| New | +$279K | 0.04% | 63 |
|