Insigneo Advisory Services’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 | $543K | Sell |
21,986
-6,879
| -24% | -$170K | 0.05% | 321 |
|
|
2025
Q1 | $700K | Sell |
28,865
-1,387
| -5% | -$33.6K | 0.07% | 226 |
|
|
2024
Q4 | $725K | Sell |
30,252
-3,500
| -10% | -$83.9K | 0.07% | 207 |
|
|
2024
Q3 | $901K | Buy |
33,752
+4,348
| +15% | +$116K | 0.09% | 190 |
|
|
2024
Q2 | $709K | Buy |
+29,404
| New | +$709K | 0.08% | 218 |
|
|
2024
Q1 | – | Sell |
-21,983
| Closed | -$532K | – | 506 |
|
|
2023
Q4 | $532K | Buy |
21,983
+3,326
| +18% | +$80.4K | 0.07% | 233 |
|
|
2023
Q3 | $400K | Buy |
18,657
+1,402
| +8% | +$30K | 0.08% | 230 |
|
|
2023
Q2 | $396K | Buy |
17,255
+2,320
| +16% | +$53.3K | 0.08% | 240 |
|
|
2023
Q1 | $342K | Sell |
14,935
-3,250
| -18% | -$74.5K | 0.11% | 189 |
|
|
2022
Q4 | $413K | Buy |
+18,185
| New | +$413K | 0.16% | 144 |
|