Foundation Wealth Management (Missouri)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
48,785
-788
| -2% | -$19.5K | 0.84% | 21 |
|
|
2025
Q1 | $1.2M | Buy |
49,573
+356
| +0.7% | +$8.64K | 0.94% | 21 |
|
|
2024
Q4 | $1.18M | Sell |
49,217
-3,322
| -6% | -$79.6K | 0.92% | 20 |
|
|
2024
Q3 | $1.4M | Sell |
52,539
-3,493
| -6% | -$93.2K | 1.06% | 20 |
|
|
2024
Q2 | $1.3M | Buy |
56,032
+138
| +0.2% | +$3.21K | 1.02% | 20 |
|
|
2024
Q1 | $1.32M | Sell |
55,894
-1,103
| -2% | -$26.1K | 1.08% | 20 |
|
|
2023
Q4 | $1.38M | Sell |
56,997
-4,096
| -7% | -$99K | 1.23% | 19 |
|
|
2023
Q3 | $1.29M | Sell |
61,093
-18,471
| -23% | -$391K | 1.29% | 18 |
|
|
2023
Q2 | $1.83M | Buy |
79,564
+1,743
| +2% | +$40K | 1.78% | 17 |
|
|
2023
Q1 | $1.78M | Buy |
77,821
+715
| +0.9% | +$16.4K | 1.84% | 17 |
|
|
2022
Q4 | $1.75M | Buy |
+77,106
| New | +$1.75M | 1.78% | 16 |
|