Leading Edge Financial Planning’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
Q2 | $7.65M | Sell |
309,613
-9,264
| -3% | -$229K | 2.13% | 12 |
|
|
2025
Q1 | $7.74M | Buy |
318,877
+2,020
| +0.6% | +$49K | 2.42% | 11 |
|
|
2024
Q4 | $7.6M | Sell |
316,857
-12,843
| -4% | -$308K | 2.49% | 11 |
|
|
2024
Q3 | $8.8M | Sell |
329,700
-14,141
| -4% | -$377K | 2.95% | 11 |
|
|
2024
Q2 | $7.99M | Sell |
343,841
-10,735
| -3% | -$250K | 3.21% | 11 |
|
|
2024
Q1 | $8.4M | Buy |
354,576
+68,313
| +24% | +$1.62M | 3.72% | 9 |
|
|
2023
Q4 | $6.92M | Buy |
286,263
+96,856
| +51% | +$2.34M | 3.59% | 9 |
|
|
2023
Q3 | $4.01M | Buy |
189,407
+47,619
| +34% | +$1.01M | 2.57% | 9 |
|
|
2023
Q2 | $3.26M | Buy |
141,788
+9,989
| +8% | +$229K | 2.13% | 9 |
|
|
2023
Q1 | $3.02M | Buy |
131,799
+16,292
| +14% | +$374K | 2.19% | 12 |
|
|
2022
Q4 | $2.62M | Buy |
+115,507
| New | +$2.62M | 2.27% | 12 |
|