Oxford Financial Group’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 | $1.39M | Buy |
56,352
+738
| +1% | +$18.2K | 0.08% | 64 |
|
|
2025
Q1 | $1.35M | Hold |
55,614
| – | – | 0.09% | 61 |
|
|
2024
Q4 | $1.33M | Sell |
55,614
-2,487,646
| -98% | -$59.6M | 0.09% | 72 |
|
|
2024
Q3 | $67.9M | Sell |
2,543,260
-66,640
| -3% | -$1.78M | 4.3% | 8 |
|
|
2024
Q2 | $60.7M | Buy |
2,609,900
+54,306
| +2% | +$1.26M | 4% | 8 |
|
|
2024
Q1 | $60.5M | Sell |
2,555,594
-4,214
| -0.2% | -$99.8K | 4.2% | 7 |
|
|
2023
Q4 | $61.9M | Buy |
2,559,808
+2,297,209
| +875% | +$55.5M | 4.54% | 7 |
|
|
2023
Q3 | $5.56M | Sell |
262,599
-57,287
| -18% | -$1.21M | 0.48% | 28 |
|
|
2023
Q2 | $7.35M | Sell |
319,886
-128,917
| -29% | -$2.96M | 0.7% | 20 |
|
|
2023
Q1 | $10.3M | Sell |
448,803
-9,190
| -2% | -$211K | 1.15% | 17 |
|
|
2022
Q4 | $10.4M | Buy |
457,993
+331,019
| +261% | +$7.52M | 1.21% | 17 |
|
|
2022
Q3 | $2.7M | Sell |
126,974
-180,026
| -59% | -$3.83M | 0.41% | 29 |
|
|
2022
Q2 | $7.42M | Buy |
307,000
+168,654
| +122% | +$4.08M | 1.09% | 15 |
|
|
2022
Q1 | $4.04M | Sell |
138,346
-10,780
| -7% | -$315K | 0.51% | 25 |
|
|
2021
Q4 | $4.57M | Sell |
149,126
-8,236
| -5% | -$252K | 0.51% | 27 |
|
|
2021
Q3 | $4.31M | Sell |
157,362
-9,144
| -5% | -$251K | 0.55% | 25 |
|
|
2021
Q2 | $4.62M | Buy |
166,506
+930
| +0.6% | +$25.8K | 0.62% | 24 |
|
|
2021
Q1 | $4.22M | Buy |
165,576
+2,004
| +1% | +$51.1K | 0.58% | 24 |
|
|
2020
Q4 | $3.91M | Buy |
163,572
+124,965
| +324% | +$2.99M | 0.57% | 24 |
|
|
2020
Q3 | $812K | Hold |
38,607
| – | – | 0.13% | 70 |
|
|
2020
Q2 | $806K | Buy |
+38,607
| New | +$806K | 0.14% | 65 |
|