Orion Capital Management’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 | $135K | Buy |
5,457
+9
| +0.2% | +$222 | 0.05% | 156 |
|
|
2025
Q1 | $132K | Sell |
5,448
-44
| -0.8% | -$1.07K | 0.06% | 156 |
|
|
2024
Q4 | $132K | Buy |
+5,492
| New | +$132K | 0.06% | 145 |
|
|
2024
Q3 | – | Sell |
-5,491
| Closed | -$128K | – | 342 |
|
|
2024
Q2 | $128K | Sell |
5,491
-530
| -9% | -$12.3K | 0.07% | 139 |
|
|
2024
Q1 | $143K | Sell |
6,021
-79
| -1% | -$1.87K | 0.08% | 141 |
|
|
2023
Q4 | $148K | Buy |
6,100
+989
| +19% | +$23.9K | 0.09% | 142 |
|
|
2023
Q3 | $108K | Buy |
+5,111
| New | +$108K | 0.07% | 150 |
|