Private Wealth Management 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 | $428K | Sell |
17,348
-1,394
| -7% | -$34.4K | 0.14% | 57 |
|
|
2025
Q1 | $455K | Sell |
18,742
-2,421
| -11% | -$58.7K | 0.17% | 50 |
|
|
2024
Q4 | $507K | Sell |
21,163
-5,953
| -22% | -$143K | 0.19% | 48 |
|
|
2024
Q3 | $724K | Sell |
27,116
-4,724
| -15% | -$126K | 0.29% | 39 |
|
|
2024
Q2 | $740K | Sell |
31,840
-7,983
| -20% | -$186K | 0.32% | 38 |
|
|
2024
Q1 | $943K | Sell |
39,823
-18,954
| -32% | -$449K | 0.43% | 32 |
|
|
2023
Q4 | $1.42M | Buy |
+58,777
| New | +$1.42M | 0.7% | 22 |
|