Morton Brown Family Wealth’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 | $10.7M | Buy |
431,190
+24,755
| +6% | +$611K | 3.24% | 9 |
|
|
2025
Q1 | $9.86M | Buy |
406,435
+15,068
| +4% | +$366K | 3.35% | 9 |
|
|
2024
Q4 | $9.38M | Buy |
391,367
+19,453
| +5% | +$466K | 3.27% | 9 |
|
|
2024
Q3 | $9.93M | Buy |
371,914
+18,781
| +5% | +$501K | 3.53% | 9 |
|
|
2024
Q2 | $8.66M | Buy |
353,133
+4,176
| +1% | +$102K | 3.42% | 9 |
|
|
2024
Q1 | $8.26M | Buy |
348,957
+15,856
| +5% | +$375K | 3.41% | 10 |
|
|
2023
Q4 | $8.05M | Buy |
333,101
+7,828
| +2% | +$189K | 3.53% | 10 |
|
|
2023
Q3 | $6.89M | Buy |
325,273
+28,330
| +10% | +$600K | 3.52% | 10 |
|
|
2023
Q2 | $6.82M | Buy |
296,943
+17,443
| +6% | +$401K | 3.64% | 10 |
|
|
2023
Q1 | $6.41M | Buy |
279,500
+9,652
| +4% | +$221K | 3.82% | 10 |
|
|
2022
Q4 | $6.13M | Sell |
269,848
-29,254
| -10% | -$664K | 4.18% | 10 |
|
|
2022
Q3 | $6.36M | Sell |
299,102
-1,064
| -0.4% | -$22.6K | 5.07% | 7 |
|
|
2022
Q2 | $7.26M | Buy |
300,166
+4,426
| +1% | +$107K | 5.62% | 6 |
|
|
2022
Q1 | $8.64M | Buy |
295,740
+1,714
| +0.6% | +$50.1K | 6.53% | 4 |
|
|
2021
Q4 | $9M | Buy |
+294,026
| New | +$9M | 6.9% | 3 |
|