JWA
JFS Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
85,500
-10,985
| -11% | -$271K | 0.13% | 99 |
|
|
2025
Q1 | $2.34M | Sell |
96,485
-1,540
| -2% | -$37.4K | 0.16% | 81 |
|
|
2024
Q4 | $2.35M | Buy |
98,025
+2,346
| +2% | +$56.2K | 0.16% | 80 |
|
|
2024
Q3 | $2.55M | Buy |
95,679
+14,629
| +18% | +$390K | 0.17% | 82 |
|
|
2024
Q2 | $1.88M | Buy |
81,050
+310
| +0.4% | +$7.21K | 0.15% | 80 |
|
|
2024
Q1 | $1.91M | Sell |
80,740
-2,700
| -3% | -$63.9K | 0.15% | 81 |
|
|
2023
Q4 | $2.02M | Sell |
83,440
-1,530
| -2% | -$37K | 0.17% | 76 |
|
|
2023
Q3 | $1.8M | Sell |
84,970
-1,587
| -2% | -$33.6K | 0.17% | 84 |
|
|
2023
Q2 | $1.99M | Sell |
86,557
-149,831
| -63% | -$3.44M | 0.18% | 84 |
|
|
2023
Q1 | $5.42M | Buy |
236,388
+90
| +0% | +$2.06K | 0.51% | 40 |
|
|
2022
Q4 | $5.37M | Buy |
236,298
+135,187
| +134% | +$3.07M | 0.53% | 41 |
|
|
2022
Q3 | $2.15M | Buy |
101,111
+578
| +0.6% | +$12.3K | 0.24% | 75 |
|
|
2022
Q2 | $2.43M | Sell |
100,533
-2,275
| -2% | -$55K | 0.26% | 65 |
|
|
2022
Q1 | $3M | Sell |
102,808
-1,887
| -2% | -$55.1K | 0.28% | 67 |
|
|
2021
Q4 | $3.21M | Sell |
104,695
-10,007
| -9% | -$306K | 0.3% | 61 |
|
|
2021
Q3 | $3.14M | Sell |
114,702
-10,657
| -9% | -$292K | 0.32% | 60 |
|
|
2021
Q2 | $3.48M | Buy |
125,359
+6,107
| +5% | +$169K | 0.52% | 38 |
|
|
2021
Q1 | $3.04M | Buy |
119,252
+4,116
| +4% | +$105K | 0.62% | 40 |
|
|
2020
Q4 | $2.76M | Buy |
115,136
+111,830
| +3,383% | +$2.68M | 0.58% | 42 |
|
|
2020
Q3 | $70K | Buy |
3,306
+2,394
| +263% | +$50.7K | 0.02% | 202 |
|
|
2020
Q2 | $19K | Buy |
+912
| New | +$19K | ﹤0.01% | 308 |
|