Forum Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,827
| Closed | -$205K | – | 782 |
|
|
2024
Q2 | $205K | Sell |
8,827
-1,708
| -16% | -$39.7K | ﹤0.01% | 666 |
|
|
2024
Q1 | $249K | Sell |
10,535
-880
| -8% | -$20.8K | ﹤0.01% | 588 |
|
|
2023
Q4 | $276K | Sell |
11,415
-8,432
| -42% | -$204K | 0.01% | 488 |
|
|
2023
Q3 | $420K | Buy |
19,847
+9,019
| +83% | +$191K | 0.01% | 329 |
|
|
2023
Q2 | $249K | Sell |
10,828
-1,785
| -14% | -$41K | 0.01% | 506 |
|
|
2023
Q1 | $289K | Buy |
12,613
+1,079
| +9% | +$24.7K | 0.01% | 408 |
|
|
2022
Q4 | $262K | Sell |
11,534
-10,460
| -48% | -$238K | 0.01% | 433 |
|
|
2022
Q3 | $468K | Buy |
+21,994
| New | +$468K | 0.02% | 229 |
|