Guardian Wealth Advisors (North Carolina)’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 | $441K | Buy |
17,860
+595
| +3% | +$14.7K | 0.03% | 212 |
|
|
2025
Q1 | $419K | Buy |
17,265
+1,270
| +8% | +$30.8K | 0.03% | 207 |
|
|
2024
Q4 | $383K | Buy |
15,995
+1,675
| +12% | +$40.2K | 0.03% | 220 |
|
|
2024
Q3 | $382K | Buy |
14,320
+420
| +3% | +$11.2K | 0.04% | 189 |
|
|
2024
Q2 | $323K | Buy |
13,900
+1,350
| +11% | +$31.4K | 0.04% | 191 |
|
|
2024
Q1 | $297K | Buy |
12,550
+2,235
| +22% | +$52.9K | 0.04% | 213 |
|
|
2023
Q4 | $249K | Buy |
10,315
+3,025
| +41% | +$73.1K | 0.04% | 212 |
|
|
2023
Q3 | $156K | Sell |
7,290
-50
| -0.7% | -$1.07K | 0.03% | 244 |
|
|
2023
Q2 | $169K | Buy |
7,340
+2,015
| +38% | +$46.3K | 0.03% | 231 |
|
|
2023
Q1 | $122K | Buy |
5,325
+1,975
| +59% | +$45.3K | 0.02% | 235 |
|
|
2022
Q4 | $76.1K | Buy |
+3,350
| New | +$76.1K | 0.01% | 233 |
|