Pathstone Family Office’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.36M Sell
2023
Q2
$1.68M Sell
2023
Q1
$1.68M Sell
2022
Q4
$4.9M Sell
2022
Q3
$4.65M Buy
2022
Q2
$2.48M Buy
2022
Q1
$745K Buy
2021
Q4
$778K Buy
2021
Q1
Sell
2020
Q4
$4K Hold
2020
Q3
$3K Hold
2020
Q2
$3K Hold
2020
Q1
$3K Buy