Morris Financial Concepts’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 | $1.25M | Sell |
50,484
-670
| -1% | -$16.5K | 0.5% | 38 |
|
|
2025
Q1 | $1.24M | Buy |
51,154
+998
| +2% | +$24.2K | 0.52% | 33 |
|
|
2024
Q4 | $1.2M | Sell |
50,156
-5,472
| -10% | -$131K | 0.52% | 34 |
|
|
2024
Q3 | $1.48M | Sell |
55,628
-2,425
| -4% | -$64.7K | 0.64% | 28 |
|
|
2024
Q2 | $1.35M | Buy |
58,053
+3,192
| +6% | +$74.2K | 0.65% | 29 |
|
|
2024
Q1 | $1.3M | Sell |
54,861
-1,189
| -2% | -$28.2K | 0.66% | 28 |
|
|
2023
Q4 | $1.36M | Sell |
56,050
-3,897
| -7% | -$94.2K | 0.77% | 26 |
|
|
2023
Q3 | $1.27M | Buy |
59,947
+9,112
| +18% | +$193K | 0.84% | 26 |
|
|
2023
Q2 | $1.17M | Buy |
50,835
+7,705
| +18% | +$177K | 0.75% | 26 |
|
|
2023
Q1 | $989K | Buy |
43,130
+1,697
| +4% | +$38.9K | 0.7% | 27 |
|
|
2022
Q4 | $941K | Buy |
41,433
+3,250
| +9% | +$73.8K | 0.76% | 27 |
|
|
2022
Q3 | $812K | Buy |
38,183
+1,436
| +4% | +$30.5K | 0.84% | 23 |
|
|
2022
Q2 | $889K | Sell |
36,747
-564
| -2% | -$13.6K | 0.85% | 23 |
|
|
2022
Q1 | $1.09M | Sell |
37,311
-58
| -0.2% | -$1.69K | 0.91% | 22 |
|
|
2021
Q4 | $1.14M | Buy |
+37,369
| New | +$1.14M | 0.95% | 22 |
|