Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
|
|||||
|
2025
Q1 | $109K | Hold |
|
|||||
|
2024
Q4 | $108K | Hold |
|
|||||
|
2024
Q3 | $120K | Sell |
|
|||||
|
2024
Q2 | $116K | Hold |
|
|||||
|
2024
Q1 | $118K | Hold |
|
|||||
|
2023
Q4 | $120K | Hold |
|
|||||
|
2023
Q3 | $105K | Hold |
|
|||||
|
2023
Q2 | $114K | Hold |
|
|||||
|
2023
Q1 | $114K | Hold |
|
|||||
|
2022
Q4 | $113K | Sell |
|
|||||
|
2022
Q3 | $179K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2.86M | Buy |
|
|||||
|
2020
Q1 | $2.13M | Hold |
|
|||||
|
2019
Q4 | $2.16M | Buy |
|
|||||
|
2019
Q3 | $2.06M | Buy |
|
|||||
|
2019
Q2 | $1.86M | Hold |
|
|||||
|
2019
Q1 | $1.85M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $2.01M | Buy |
|
|||||
|
2018
Q2 | $295K | Buy |
|
|||||
|
2018
Q1 | $274K | Sell |
|
|||||
|
2017
Q4 | $291K | Sell |
|
|||||
|
2017
Q3 | $991K | Buy |
|
|||||
|
2017
Q2 | $313K | Buy |
|
|||||
|
2017
Q1 | $272K | Buy |
|