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Robertson Stephens Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Robertson Stephens Wealth Management’s Portfolio REET Stock Details REET Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39,567
Closed -$957K – 503
2023
Q4 		$957K Buy
39,567
+323
+0.8% +$7.81K 0.06% 227
2023
Q3 		$840K Buy
+39,244
New +$840K 0.06% 230