Guardian Wealth Advisors (North Carolina)’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 | $464K | Buy |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $156K | Sell |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $122K | Buy |
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|
2022
Q4 | $76.1K | Buy |
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