Merriman Wealth Management’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
2024 Q4	$3.09M	Hold	128,851	–	–	0.13%	52
2024 Q3	$3.44M	Sell	128,851 -6,497	-5%	-$164K	0.14%	62
2024 Q2	$3.15M	Buy	135,348 +20,747	+18%	+$474K	0.14%	63
2024 Q1	$2.71M	Hold	114,601	–	–	0.12%	63
2023 Q4	$2.77M	Buy	114,601 +84,578	+282%	+$1.85M	0.13%	64
2023 Q3	$642K	Sell	30,023 -23,058	-43%	-$528K	0.03%	106
2023 Q2	$1.22M	Buy	53,081 +19,472	+58%	+$444K	0.06%	91
2023 Q1	$771K	Buy	33,609 +5,909	+21%	+$139K	0.04%	110
2022 Q4	$629K	Sell	27,700 -5,515	-17%	-$123K	0.03%	129
2022 Q3	$706K	Sell	33,215 -6,338	-16%	-$156K	0.05%	81
2022 Q2	$956K	Sell	39,553 -24,806	-39%	-$660K	0.07%	67
2022 Q1	$1.88M	Buy	64,359 +15,308	+31%	+$437K	0.15%	56
2021 Q4	$1.5M	Sell	49,051 -1,320	-3%	-$38.6K	0.11%	81
2021 Q3	$1.38M	Buy	50,371 +2,347	+5%	+$67.3K	0.11%	88
2021 Q2	$1.33M	Sell	48,024 -982	-2%	-$26.8K	0.11%	98
2021 Q1	$1.25M	Buy	49,006 +7,708	+19%	+$190K	0.14%	86
2020 Q4	$989K	Sell	41,298 -894	-2%	-$20.1K	0.11%	109
2020 Q3	$887K	Sell	42,192 -3,823	-8%	-$81.8K	0.13%	91
2020 Q2	$961K	Buy	46,015 +14,188	+45%	+$287K	0.15%	86
2020 Q1	$609K	Buy	+31,827	New	+$812K	0.13%	77