Sage Mountain 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
Q2 | $92.2K | Hold |
3,731
| – | – | 0.01% | 443 |
|
|
2025
Q1 | $90.5K | Sell |
3,731
-800
| -18% | -$19.4K | 0.01% | 420 |
|
|
2024
Q4 | $109K | Hold |
4,531
| – | – | 0.01% | 409 |
|
|
2024
Q3 | $121K | Hold |
4,531
| – | – | 0.01% | 410 |
|
|
2024
Q2 | $105K | Sell |
4,531
-3,072
| -40% | -$71.4K | 0.01% | 367 |
|
|
2024
Q1 | $180K | Hold |
7,603
| – | – | 0.02% | 322 |
|
|
2023
Q4 | $184K | Hold |
7,603
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $161K | Sell |
7,603
-403
| -5% | -$8.53K | 0.02% | 262 |
|
|
2023
Q2 | $184K | Sell |
8,006
-751
| -9% | -$17.3K | 0.03% | 254 |
|
|
2023
Q1 | $201K | Sell |
8,757
-2,638
| -23% | -$60.5K | 0.03% | 235 |
|
|
2022
Q4 | $259K | Hold |
11,395
| – | – | 0.06% | 124 |
|
|
2022
Q3 | $242K | Hold |
11,395
| – | – | 0.06% | 134 |
|
|
2022
Q2 | $276K | Hold |
11,395
| – | – | 0.05% | 357 |
|
|
2022
Q1 | $333K | Hold |
11,395
| – | – | 0.05% | 360 |
|
|
2021
Q4 | $349K | Hold |
11,395
| – | – | 0.04% | 404 |
|
|
2021
Q3 | $312K | Buy |
11,395
+1,133
| +11% | +$31K | 0.04% | 347 |
|
|
2021
Q2 | $284K | Buy |
10,262
+110
| +1% | +$3.04K | 0.05% | 324 |
|
|
2021
Q1 | $259K | Buy |
+10,152
| New | +$259K | 0.06% | 255 |
|