Seaside Wealth Management’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 | $478K | Buy |
19,336
+842
| +5% | +$20.8K | 0.15% | 38 |
|
|
2025
Q1 | $449K | Buy |
18,494
+38
| +0.2% | +$922 | 0.16% | 36 |
|
|
2024
Q4 | $442K | Buy |
18,456
+91
| +0.5% | +$2.18K | 0.16% | 36 |
|
|
2024
Q3 | $490K | Sell |
18,365
-33
| -0.2% | -$881 | 0.19% | 34 |
|
|
2024
Q2 | $428K | Sell |
18,398
-583
| -3% | -$13.6K | 0.18% | 36 |
|
|
2024
Q1 | $449K | Buy |
18,981
+5
| +0% | +$118 | 0.19% | 32 |
|
|
2023
Q4 | $459K | Sell |
18,976
-887
| -4% | -$21.4K | 0.21% | 30 |
|
|
2023
Q3 | $421K | Sell |
19,863
-891
| -4% | -$18.9K | 0.21% | 31 |
|
|
2023
Q2 | $477K | Sell |
20,754
-164,747
| -89% | -$3.78M | 0.25% | 29 |
|
|
2023
Q1 | $4.26M | Buy |
185,501
+9,548
| +5% | +$219K | 2.59% | 9 |
|
|
2022
Q4 | $4M | Buy |
175,953
+6,851
| +4% | +$156K | 2.64% | 9 |
|
|
2022
Q3 | $3.72M | Buy |
169,102
+34,816
| +26% | +$766K | 2.57% | 9 |
|
|
2022
Q2 | $3.52M | Buy |
+134,286
| New | +$3.52M | 2.66% | 7 |
|