IHT 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
2023
Q3
Sell
-9,999
Closed -$230K 1018
2023
Q2
$230K Sell
9,999
-12,917
-56% -$297K 0.01% 824
2023
Q1
$525K Sell
22,916
-348
-1% -$7.98K 0.03% 482
2022
Q4
$528K Sell
23,264
-2,877
-11% -$65.3K 0.03% 480
2022
Q3
$556K Buy
26,141
+5,199
+25% +$111K 0.04% 428
2022
Q2
$506K Buy
20,942
+1,489
+8% +$36K 0.04% 388
2022
Q1
$568K Sell
19,453
-4
-0% -$117 0.04% 382
2021
Q4
$596K Buy
+19,457
New +$596K 0.04% 384