LFA
Level Financial Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
41,840
-7,653
| -15% | -$189K | 0.32% | 47 |
|
|
2025
Q1 | $1.2M | Sell |
49,493
-1,470
| -3% | -$35.7K | 0.41% | 40 |
|
|
2024
Q4 | $1.22M | Sell |
50,963
-917
| -2% | -$22K | 0.45% | 40 |
|
|
2024
Q3 | $1.38M | Buy |
51,880
+79
| +0.2% | +$2.11K | 0.53% | 35 |
|
|
2024
Q2 | $1.2M | Sell |
51,801
-1,750
| -3% | -$40.7K | 0.52% | 35 |
|
|
2024
Q1 | $1.27M | Sell |
53,551
-1,825
| -3% | -$43.2K | 0.58% | 33 |
|
|
2023
Q4 | $1.34M | Sell |
55,376
-4,001
| -7% | -$96.7K | 0.66% | 28 |
|
|
2023
Q3 | $1.26M | Sell |
59,377
-3,002
| -5% | -$63.6K | 0.7% | 26 |
|
|
2023
Q2 | $1.43M | Sell |
62,379
-2,027
| -3% | -$46.6K | 0.8% | 24 |
|
|
2023
Q1 | $1.48M | Sell |
64,406
-6,747
| -9% | -$155K | 0.89% | 25 |
|
|
2022
Q4 | $1.62M | Sell |
71,153
-44,390
| -38% | -$1.01M | 1.06% | 20 |
|
|
2022
Q3 | $2.46M | Buy |
115,543
+5,921
| +5% | +$126K | 1.81% | 12 |
|
|
2022
Q2 | $2.65M | Sell |
109,622
-1,605
| -1% | -$38.8K | 1.95% | 10 |
|
|
2022
Q1 | $3.25M | Buy |
111,227
+1,352
| +1% | +$39.5K | 2.5% | 7 |
|
|
2021
Q4 | $3.36M | Buy |
+109,875
| New | +$3.36M | 2.56% | 8 |
|