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

SeaCrest Wealth Management’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,438
Closed -$83K – 1305
2022
Q2 		$83K Buy
+3,438
New +$91.5K 0.01% 931
2019
Q2 		– Sell
-436
Closed -$12K – 1551
2019
Q1 		$12K Hold
436
– – ﹤0.01% 1478
2018
Q4 		$10K Buy
+436
New +$10.7K ﹤0.01% 1503

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M&T Bank
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SC
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PCIG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
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Northwestern Mutual Wealth Management
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SeaCrest Wealth Management's REET Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 3,438 shares — an estimated $83K sold.

SeaCrest Wealth Management first reported a position in REET in Q4 2018 and held it in 3 quarters. The position peaked at $83K in Q2 2022. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,438 iShares Global REIT ETF shares in Q3 2022, an estimated $83K.
  • SeaCrest Wealth Management first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's iShares Global REIT ETF position peaked at $83K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.