OneDigital Investment 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 | $340K | Sell |
13,770
-5,180
| -27% | -$128K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $460K | Sell |
18,950
-428
| -2% | -$10.4K | 0.01% | 891 |
|
|
2024
Q4 | $464K | Buy |
19,378
+37
| +0.2% | +$887 | 0.01% | 919 |
|
|
2024
Q3 | $516K | Buy |
19,341
+2
| +0% | +$53 | 0.01% | 929 |
|
|
2024
Q2 | $450K | Sell |
19,339
-142
| -0.7% | -$3.3K | 0.01% | 945 |
|
|
2024
Q1 | $461K | Sell |
19,481
-1,158
| -6% | -$27.4K | 0.01% | 761 |
|
|
2023
Q4 | $499K | Buy |
20,639
+5,389
| +35% | +$130K | 0.01% | 713 |
|
|
2023
Q3 | $323K | Hold |
15,250
| – | – | 0.01% | 788 |
|
|
2023
Q2 | $350K | Buy |
15,250
+75
| +0.5% | +$1.72K | 0.01% | 766 |
|
|
2023
Q1 | $348K | Buy |
15,175
+1,525
| +11% | +$35K | 0.01% | 725 |
|
|
2022
Q4 | $310K | Buy |
+13,650
| New | +$310K | 0.01% | 662 |
|
|
2021
Q4 | – | Sell |
-17,483
| Closed | -$479K | – | 798 |
|
|
2021
Q3 | $479K | Sell |
17,483
-877
| -5% | -$24K | 0.02% | 423 |
|
|
2021
Q2 | $509K | Sell |
18,360
-3,407
| -16% | -$94.5K | 0.02% | 402 |
|
|
2021
Q1 | $555K | Buy |
21,767
+2,241
| +11% | +$57.1K | 0.03% | 357 |
|
|
2020
Q4 | $467K | Buy |
19,526
+5,400
| +38% | +$129K | 0.02% | 366 |
|
|
2020
Q3 | $297K | Buy |
14,126
+419
| +3% | +$8.81K | 0.02% | 428 |
|
|
2020
Q2 | $286K | Buy |
13,707
+2,538
| +23% | +$53K | 0.02% | 443 |
|
|
2020
Q1 | $214K | Buy |
+11,169
| New | +$214K | 0.02% | 452 |
|
|
2019
Q3 | – | Sell |
-765
| Closed | -$20K | – | 977 |
|
|
2019
Q2 | $20K | Buy |
765
+23
| +3% | +$601 | ﹤0.01% | 809 |
|
|
2019
Q1 | $20K | Buy |
742
+115
| +18% | +$3.1K | ﹤0.01% | 729 |
|
|
2018
Q4 | $15K | Buy |
+627
| New | +$15K | ﹤0.01% | 766 |
|
|
2018
Q1 | – | Sell |
-708
| Closed | -$18K | – | 1368 |
|
|
2017
Q4 | $18K | Buy |
+708
| New | +$18K | ﹤0.01% | 848 |
|