Kingsview 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
2024
Q2
Sell
-15,636
Closed -$370K 1104
2024
Q1
$370K Buy
15,636
+83
+0.5% +$1.97K 0.01% 746
2023
Q4
$376K Sell
15,553
-2
-0% -$48 0.01% 707
2023
Q3
$329K Buy
15,555
+841
+6% +$17.8K 0.01% 725
2023
Q2
$338K Buy
14,714
+152
+1% +$3.49K 0.01% 710
2023
Q1
$334K Sell
14,562
-15
-0.1% -$344 0.01% 676
2022
Q4
$331K Sell
14,577
-1,928
-12% -$43.8K 0.01% 629
2022
Q3
$351K Buy
16,505
+64
+0.4% +$1.36K 0.02% 596
2022
Q2
$398K Buy
+16,441
New +$398K 0.02% 587