Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1M | Buy |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $9.86M | Buy |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $9.93M | Buy |
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|
2024
Q2 | $8.66M | Buy |
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|
2024
Q1 | $8.26M | Buy |
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|
2023
Q4 | $8.05M | Buy |
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|
2023
Q3 | $6.89M | Buy |
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|
2023
Q2 | $6.82M | Buy |
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|
2023
Q1 | $6.41M | Buy |
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|
2022
Q4 | $6.13M | Sell |
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|
2022
Q3 | $6.36M | Sell |
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|
2022
Q2 | $7.26M | Buy |
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|
2022
Q1 | $8.64M | Buy |
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|
2021
Q4 | $9M | Buy |
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