Retirement 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
2024
Q1
$65.3K Hold
2,759
0.02% 202
2023
Q4
$66.7K Sell
2,759
-555
-17% -$13.4K 0.03% 190
2023
Q3
$70.2K Hold
3,314
0.03% 172
2023
Q2
$76.1K Hold
3,314
0.03% 163
2023
Q1
$76K Hold
3,314
0.03% 156
2022
Q4
$75K Buy
+3,314
New +$75K 0.04% 149
2022
Q3
Sell
-7,290
Closed -$174K 732
2022
Q2
$174K Buy
7,290
+3,314
+83% +$79.1K 0.07% 114
2022
Q1
$118K Buy
3,976
+140
+4% +$4.16K 0.05% 152
2021
Q4
$125K Buy
3,836
+22
+0.6% +$717 0.05% 150
2021
Q3
$108K Buy
3,814
+800
+27% +$22.7K 0.05% 157
2021
Q2
$84K Buy
3,014
+14
+0.5% +$390 0.04% 173
2021
Q1
$76K Buy
3,000
+410
+16% +$10.4K 0.03% 220
2020
Q4
$61K Buy
2,590
+162
+7% +$3.82K 0.03% 235
2020
Q3
$51K Buy
2,428
+65
+3% +$1.37K 0.03% 239
2020
Q2
$49K Buy
+2,363
New +$49K 0.03% 238
2019
Q4
$20K Buy
+716
New +$20K 0.01% 324