Kestra 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
Q1 | – | Sell |
-9,496
| Closed | -$228K | – | 2865 |
|
|
2024
Q4 | $228K | Buy |
9,496
+435
| +5% | +$10.4K | ﹤0.01% | 2398 |
|
|
2024
Q3 | $242K | Buy |
9,061
+32
| +0.4% | +$854 | ﹤0.01% | 2225 |
|
|
2024
Q2 | $210K | Sell |
9,029
-1,178
| -12% | -$27.4K | ﹤0.01% | 2366 |
|
|
2024
Q1 | $242K | Buy |
+10,207
| New | +$242K | ﹤0.01% | 2150 |
|
|
2023
Q3 | – | Sell |
-13,060
| Closed | -$300K | – | 2207 |
|
|
2023
Q2 | $300K | Sell |
13,060
-493
| -4% | -$11.3K | ﹤0.01% | 1623 |
|
|
2023
Q1 | $311K | Sell |
13,553
-1,163
| -8% | -$26.7K | ﹤0.01% | 1541 |
|
|
2022
Q4 | $334K | Sell |
14,716
-5,568
| -27% | -$126K | ﹤0.01% | 1661 |
|
|
2022
Q3 | $431K | Buy |
20,284
+11,182
| +123% | +$238K | ﹤0.01% | 1400 |
|
|
2022
Q2 | $220K | Buy |
9,102
+110
| +1% | +$2.66K | ﹤0.01% | 1846 |
|
|
2022
Q1 | $263K | Sell |
8,992
-212
| -2% | -$6.2K | ﹤0.01% | 1667 |
|
|
2021
Q4 | $282K | Sell |
9,204
-51
| -0.6% | -$1.56K | ﹤0.01% | 1641 |
|
|
2021
Q3 | $254K | Buy |
9,255
+719
| +8% | +$19.7K | ﹤0.01% | 1810 |
|
|
2021
Q2 | $237K | Sell |
8,536
-578
| -6% | -$16K | ﹤0.01% | 1743 |
|
|
2021
Q1 | $232K | Sell |
9,114
-970
| -10% | -$24.7K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $240K | Sell |
10,084
-302
| -3% | -$7.19K | ﹤0.01% | 1600 |
|
|
2020
Q3 | $218K | Buy |
+10,386
| New | +$218K | ﹤0.01% | 1256 |
|