NorthRock Partners’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
2024
Q4
Sell
-1,856
Closed -$49.5K 839
2024
Q3
$49.5K Sell
1,856
-182
-9% -$4.86K ﹤0.01% 691
2024
Q2
$47.4K Sell
2,038
-107
-5% -$2.49K ﹤0.01% 667
2024
Q1
$50.8K Sell
2,145
-301
-12% -$7.13K ﹤0.01% 659
2023
Q4
$59.1K Buy
+2,446
New +$59.1K ﹤0.01% 608