Mark Sheptoff 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 | $3.11K | Hold |
126
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $3.06K | Hold |
126
| – | – | ﹤0.01% | 399 |
|
|
2024
Q4 | $3.02K | Sell |
126
-101
| -44% | -$2.42K | ﹤0.01% | 388 |
|
|
2024
Q3 | $6.06K | Buy |
227
+101
| +80% | +$2.7K | ﹤0.01% | 350 |
|
|
2024
Q2 | $2.93K | Hold |
126
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $2.98K | Hold |
126
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $3.05K | Hold |
126
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $2.67K | Hold |
126
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $2.89K | Hold |
126
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $2.89K | Hold |
126
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $2.86K | Hold |
126
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 315 |
|
|
2022
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $4K | Hold |
126
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 359 |
|
|
2021
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 322 |
|
|
2020
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 290 |
|
|
2020
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $2K | Hold |
126
| – | – | ﹤0.01% | 313 |
|
|
2019
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 334 |
|
|
2019
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 315 |
|
|
2019
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $3K | Buy |
126
+61
| +94% | +$1.45K | ﹤0.01% | 316 |
|
|
2018
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 306 |
|