Mission Wealth Management’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 | $389K | Sell |
15,764
-1,084
| -6% | -$26.8K | 0.01% | 512 |
|
|
2025
Q1 | $409K | Sell |
16,848
-201
| -1% | -$4.88K | 0.01% | 480 |
|
|
2024
Q4 | $409K | Sell |
17,049
-341
| -2% | -$8.17K | 0.01% | 459 |
|
|
2024
Q3 | $464K | Sell |
17,390
-2,514
| -13% | -$67.1K | 0.01% | 430 |
|
|
2024
Q2 | $463K | Sell |
19,904
-1,801
| -8% | -$41.9K | 0.01% | 406 |
|
|
2024
Q1 | $514K | Buy |
21,705
+4,627
| +27% | +$110K | 0.01% | 406 |
|
|
2023
Q4 | $413K | Sell |
17,078
-3,496
| -17% | -$84.5K | 0.01% | 400 |
|
|
2023
Q3 | $436K | Sell |
20,574
-2,429
| -11% | -$51.4K | 0.02% | 352 |
|
|
2023
Q2 | $528K | Sell |
23,003
-705
| -3% | -$16.2K | 0.02% | 323 |
|
|
2023
Q1 | $544K | Sell |
23,708
-317
| -1% | -$7.27K | 0.02% | 304 |
|
|
2022
Q4 | $546K | Buy |
+24,025
| New | +$546K | 0.03% | 288 |
|