Lake Street Advisors Group’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 |
-48,305
| Closed | -$1.14M | – | 653 |
|
|
2024
Q1 | $1.14M | Hold |
48,305
| – | – | 0.05% | 208 |
|
|
2023
Q4 | $1.17M | Buy |
48,305
+1,081
| +2% | +$26.1K | 0.06% | 197 |
|
|
2023
Q3 | $1M | Hold |
47,224
| – | – | 0.06% | 167 |
|
|
2023
Q2 | $1.09M | Buy |
47,224
+266
| +0.6% | +$6.11K | 0.06% | 163 |
|
|
2023
Q1 | $1.08M | Buy |
46,958
+26,244
| +127% | +$602K | 0.07% | 157 |
|
|
2022
Q4 | $470K | Sell |
20,714
-25,562
| -55% | -$580K | 0.03% | 194 |
|
|
2022
Q3 | $984K | Buy |
46,276
+20,202
| +77% | +$430K | 0.07% | 151 |
|
|
2022
Q2 | $631K | Sell |
26,074
-8,272
| -24% | -$200K | 0.05% | 164 |
|
|
2022
Q1 | $1M | Buy |
34,346
+102
| +0.3% | +$2.98K | 0.06% | 145 |
|
|
2021
Q4 | $1.05M | Buy |
+34,244
| New | +$1.05M | 0.07% | 145 |
|