North Ridge Wealth Advisors’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 | $1.06M | Sell |
43,018
-11
| -0% | -$272 | 0.65% | 21 |
|
|
2025
Q1 | $1.04M | Buy |
43,029
+612
| +1% | +$14.8K | 0.7% | 20 |
|
|
2024
Q4 | $1.02M | Sell |
42,417
-29,669
| -41% | -$711K | 0.7% | 21 |
|
|
2024
Q3 | $1.92M | Sell |
72,086
-15,752
| -18% | -$420K | 1.31% | 15 |
|
|
2024
Q2 | $2.04M | Sell |
87,838
-4,751
| -5% | -$110K | 1.55% | 14 |
|
|
2024
Q1 | $2.19M | Buy |
92,589
+587
| +0.6% | +$13.9K | 1.7% | 14 |
|
|
2023
Q4 | $2.22M | Buy |
92,002
+1,448
| +2% | +$35K | 1.85% | 14 |
|
|
2023
Q3 | $1.92M | Sell |
90,554
-745
| -0.8% | -$15.8K | 1.87% | 12 |
|
|
2023
Q2 | $2.1M | Sell |
91,299
-17,653
| -16% | -$405K | 2% | 12 |
|
|
2023
Q1 | $2.5M | Buy |
+108,952
| New | +$2.5M | 2.5% | 12 |
|