Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$1.8K | – | 3154 |
|
|
2024
Q4 | $1.8K | Hold |
75
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 2297 |
|
|
2020
Q4 | – | Sell |
-431
| Closed | -$8K | – | 2980 |
|
|
2020
Q3 | $8K | Buy |
431
+281
| +187% | +$5.22K | ﹤0.01% | 2040 |
|
|
2020
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 2297 |
|
|
2020
Q1 | $2K | Sell |
150
-75
| -33% | -$1K | ﹤0.01% | 2284 |
|
|
2019
Q4 | $6K | Sell |
225
-75
| -25% | -$2K | ﹤0.01% | 2154 |
|
|
2019
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 1975 |
|
|
2019
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 1986 |
|
|
2019
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 1914 |
|
|
2017
Q4 | – | Sell |
-350
| Closed | -$8K | – | 2208 |
|
|
2017
Q3 | $8K | Sell |
350
-7,510
| -96% | -$172K | ﹤0.01% | 1646 |
|
|
2017
Q2 | $200K | Buy |
7,860
+242
| +3% | +$6.16K | 0.02% | 497 |
|
|
2017
Q1 | $193K | Buy |
7,618
+364
| +5% | +$9.22K | 0.02% | 489 |
|
|
2016
Q4 | $183K | Buy |
7,254
+1,015
| +16% | +$25.6K | 0.02% | 473 |
|
|
2016
Q3 | $169K | Sell |
6,239
-1,290
| -17% | -$34.9K | 0.02% | 480 |
|
|
2016
Q2 | $207K | Sell |
7,529
-1,831
| -20% | -$50.3K | 0.03% | 431 |
|
|
2016
Q1 | $247K | Buy |
+9,360
| New | +$247K | 0.04% | 386 |
|