MWM
Merriman Wealth Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$173K | 0.14% | 62 |
|
|
2024
Q2 | $3.15M | Buy |
135,348
+20,747
| +18% | +$482K | 0.14% | 63 |
|
|
2024
Q1 | $2.71M | Hold |
114,601
| – | – | 0.12% | 63 |
|
|
2023
Q4 | $2.77M | Buy |
114,601
+84,578
| +282% | +$2.05M | 0.13% | 64 |
|
|
2023
Q3 | $642K | Sell |
30,023
-23,058
| -43% | -$493K | 0.03% | 106 |
|
|
2023
Q2 | $1.22M | Buy |
53,081
+19,472
| +58% | +$447K | 0.06% | 90 |
|
|
2023
Q1 | $771K | Buy |
33,609
+5,909
| +21% | +$135K | 0.04% | 109 |
|
|
2022
Q4 | $629K | Sell |
27,700
-5,515
| -17% | -$125K | 0.03% | 129 |
|
|
2022
Q3 | $706K | Sell |
33,215
-6,338
| -16% | -$135K | 0.05% | 81 |
|
|
2022
Q2 | $956K | Sell |
39,553
-24,806
| -39% | -$600K | 0.07% | 67 |
|
|
2022
Q1 | $1.88M | Buy |
64,359
+15,308
| +31% | +$447K | 0.15% | 56 |
|
|
2021
Q4 | $1.5M | Sell |
49,051
-1,320
| -3% | -$40.4K | 0.11% | 81 |
|
|
2021
Q3 | $1.38M | Buy |
50,371
+2,347
| +5% | +$64.3K | 0.11% | 88 |
|
|
2021
Q2 | $1.33M | Sell |
48,024
-982
| -2% | -$27.2K | 0.11% | 98 |
|
|
2021
Q1 | $1.25M | Buy |
49,006
+7,708
| +19% | +$196K | 0.14% | 86 |
|
|
2020
Q4 | $989K | Sell |
41,298
-894
| -2% | -$21.4K | 0.11% | 109 |
|
|
2020
Q3 | $887K | Sell |
42,192
-3,823
| -8% | -$80.4K | 0.13% | 91 |
|
|
2020
Q2 | $961K | Buy |
46,015
+14,188
| +45% | +$296K | 0.15% | 86 |
|
|
2020
Q1 | $609K | Buy |
+31,827
| New | +$609K | 0.13% | 77 |
|