JFS Wealth Advisors’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
Q2 | $2.11M | Sell |
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2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $5.42M | Buy |
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|
2022
Q4 | $5.37M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3.48M | Buy |
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|
2021
Q1 | $3.04M | Buy |
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|
2020
Q4 | $2.75M | Buy |
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|
2020
Q3 | $70K | Buy |
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|
2020
Q2 | $19K | Buy |
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