Redmont Wealth Advisors’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
Q1 | $437 | Buy |
+18
| New | +$437 | ﹤0.01% | 172 |
|
|
2024
Q4 | – | Sell |
-18
| Closed | -$480 | – | 246 |
|
|
2024
Q3 | $480 | Hold |
18
| – | – | ﹤0.01% | 312 |
|
|
2024
Q2 | $419 | Buy |
+18
| New | +$419 | ﹤0.01% | 330 |
|
|
2023
Q1 | – | Sell |
-14,766
| Closed | -$335K | – | 101 |
|
|
2022
Q4 | $335K | Hold |
14,766
| – | – | 0.39% | 68 |
|
|
2022
Q3 | $314K | Sell |
14,766
-30,804
| -68% | -$655K | 0.41% | 61 |
|
|
2022
Q2 | $1.1M | Sell |
45,570
-250
| -0.5% | -$6.05K | 1.33% | 13 |
|
|
2022
Q1 | $1.34M | Buy |
45,820
+13,110
| +40% | +$383K | 1.42% | 13 |
|
|
2021
Q4 | $1M | Buy |
+32,710
| New | +$1M | 1.07% | 16 |
|