NFP Retirement Inc’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
$1.63M Sell
65,804
-10,848
-14% -$268K 0.11% 106
2025
Q1
$1.86M Buy
76,652
+4,701
+7% +$114K 0.15% 80
2024
Q4
$1.72M Sell
71,951
-514
-0.7% -$12.3K 0.14% 87
2024
Q3
$1.93M Sell
72,465
-11,011
-13% -$294K 0.16% 84
2024
Q2
$1.94M Buy
83,476
+2,776
+3% +$64.5K 0.16% 84
2024
Q1
$1.91M Buy
80,700
+18,716
+30% +$443K 0.16% 82
2023
Q4
$1.5M Buy
61,984
+10,674
+21% +$258K 0.25% 76
2023
Q3
$1.09M Sell
51,310
-16,670
-25% -$353K 0.21% 85
2023
Q2
$1.56M Buy
67,980
+5,389
+9% +$124K 0.29% 71
2023
Q1
$1.44M Buy
62,591
+4,953
+9% +$114K 0.29% 75
2022
Q4
$1.31M Buy
57,638
+23,563
+69% +$535K 0.29% 78
2022
Q3
$725K Buy
+34,075
New +$725K 0.18% 105