Level Financial Advisors’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $3.36M | Buy |
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