Sage Mountain Advisors’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
$92.2K Hold
2025
Q1
$90.5K Sell
2024
Q4
$109K Hold
2024
Q3
$121K Hold
2024
Q2
$105K Sell
2024
Q1
$180K Hold
2023
Q4
$184K Hold
2023
Q3
$161K Sell
2023
Q2
$184K Sell
2023
Q1
$201K Sell
2022
Q4
$259K Hold
2022
Q3
$242K Hold
2022
Q2
$276K Hold
2022
Q1
$333K Hold
2021
Q4
$349K Hold
2021
Q3
$312K Buy
2021
Q2
$284K Buy
2021
Q1
$259K Buy